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Our Upcoming Webinars

C.O.R.E. HOSTED Webinars

July 16, 2020


Situational Social Security: A Timely Resource for Adding Value


Current economic events make better informed Social Security planning more essential than ever. Many Social Security recipients, because they don’t understand their options, fail to maximize their benefits. This webinar serves an educational starting point that will equip you with the ability to help your clients navigate the Social Security maze and better answer their questions.


This webinar co-presented by Integrity/Western & Southern Financial Group's, Kim Humbert and Premier Social Security Consulting LLC's experts from Premier Social Security Consulting, Jim Blair and Marc Kiner, CPA. Jim (35-year SSA veteran) and Marc (30+ years in public accounting) specialize in claiming strategies for retirees, survivors, disability and Medicare. They are co-founders of the National Social Security Advisors certification program.


Click here to register: https://attendee.gotowebinar.com/register/8762856293067656972


CARRIER HOSTED WEBINARS

Care Solutions Live Deep Dives From OneAmerica


The OneAmerica® Care Solutions Live Deep Dive webinar series goes in-depth on topics related to our asset-based long-term care (LTC) protection. Join our free webinars every other Friday from 11:00 - 11:30 a.m. EST.

A schedule of deep dive webinar topics is listed below. To register:
https://register.gotowebinar.com/register/4603004678205028621

Schedule:

July

7/10 Prospecting & Working with Centers of Influence
This webinar will help you understand clients and how to change your language
with clients of different net worth. It also will touch on techniques to work with
Centers of Influence (COIs), specifically, CPAs and attorneys, and how to get
referrals.

7/24 Ditch the Rearview
In this webinar, we will look at long-term care through the eyes of risk
management and the ability to customize solutions. We also will show how
OneAmerica avoids the “one size fits all” you see with a lot of long-term care
solutions.

August

8/7 Seven Consequences of Self-Funding LTC – Part 1
This is part one of a two-part series on the seven consequences of self-funding an
LTC risk. Part one will cover “Sequence of Return Risk,” “Tax Exposure Risk,”
“Loss of Step-Up in Basis,” and “Family Business Succession Plans May Be
Compromised.”

8/21 Seven Consequences of Self-Funding LTC – Part 2
This is part two of a two-part series on the seven consequences of self-funding an
LTC risk. Part two will cover “Possible Exposure to Filial Laws,” “Trust Assets
May Be Inefficiently Utilized,” and “Chances to Leverage Business Income May
Be Wasted.”

September

9/4 Business Insurance with Asset Care
In this webinar, you will learn how to most effectively use Asset Care as part of a
key person or executive bonus plan.

9/18 Qualified Funding Options
This webinar focuses on qualified funding sources for Care Solutions and the
advantages of each. We’ll discuss the different Asset Care qualified funding
setups and using qualified funds with Annuity Care and Indexed Annuity Care.