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Our Upcoming Webinars

C.O.R.E. HOSTED Webinars

April 2, 2020

Long-Term Care Needs in Retirement

In this presentation, we'll discuss the importance of talking to affluent clients about the need to insure their portfolio by planning for long-term care costs in retirement.

Matthew Redick, RVP with Nationwide, will be our presenter and will take us through this ever growing client concern.

Click here to register:

April 16, 2020 at 1:00 PM EST

Engaging Business Owners for Sales Success

One of the best opportunities for financial advisors in 2020 is working with business owners, although this is increasingly one of the most under-served markets. This presentation will not only discuss why the business owner sector is a tremendous opportunity, but will address how to identify and engage the right clients, as well as review potential solutions and sales ideas for them. Mike Matlock, RVP wiht Principal Financial Group will be on hand to present and answer any questions you have.

Click the link below to register:

Carrier HOSTED Webinars

Bi- Weekly Webinars with OneAmerica

The OneAmerica® Care Solutions Deep Dives webinar series goes in-depth on topics related to their asset-based long-term care (LTC) protection. Join our free webinars every other Friday from 11 to 11:30 a.m. ET.

A schedule of deep dive webinar topics is listed below.

3/20 - Annuity Care®

4/3 - Qualified Funding Options

4/17 - The Great Retirement Income Gap

5/1 - Asset Care®: Case Design

5/15 - Reimbursement vs. Indemnity

5/29 - Annuity Care®: Case Design

6/12 - LTC Knowledge

6/26 - Myths of Long-Term Care

To register please CLICK HERE!