Upcoming Webinars and Events
April 22, 2024
- "Winning Her Business" Series: Four Motivators® Framework, including Elevate Your Connections – presented by Lincoln Financial Group
Lincoln presents the event series Winning Her Business® featuring Bridget Brennan, CEO of the strategic advisory firm Female Factor and bestselling author of Why She Buys and Winning Her Business.
Join us to learn practical relationship-building tips for winning women’s business — tips you can use with all clients — and hear actionable insights to grow your business and enhance loyalty.
2:00 pm ET - Register here.
April 23, 2024
- Partial Roth Conversion – presented by Athene Annuity
12:00 pm ET - Register here.
- "Winning Her Business" Series: Inspire Clients – presented by Lincoln Financial Group
Lincoln presents the event series Winning Her Business® featuring Bridget Brennan, CEO of the strategic advisory firm Female Factor and bestselling author of Why She Buys and Winning Her Business.
Join us to learn practical relationship-building tips for winning women’s business — tips you can use with all clients — and hear actionable insights to grow your business and enhance loyalty.
2:00 pm ET - Register here.
- Care Solutions: Learn Product, Marketing and E-Tools – presented by OneAmerica
Agenda:
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
2:00 pm ET - Register here.
- Introducing Protective's Executive 10-Year Term: Building Better Business Market Solutions – presented by Protective
3:00 pm ET - Register here.
April 24, 2024
- "Winning Her Business" Series: Build Confidence – presented by Lincoln Financial Group
Lincoln presents the event series Winning Her Business® featuring Bridget Brennan, CEO of the strategic advisory firm Female Factor and bestselling author of Why She Buys and Winning Her Business.
Join us to learn practical relationship-building tips for winning women’s business — tips you can use with all clients — and hear actionable insights to grow your business and enhance loyalty.
2:00 pm ET - Register here.
April 25, 2024
- "Winning Her Business" Series: Show Your Appreciation – presented by Lincoln Financial Group
Lincoln presents the event series Winning Her Business® featuring Bridget Brennan, CEO of the strategic advisory firm Female Factor and bestselling author of Why She Buys and Winning Her Business.
Join us to learn practical relationship-building tips for winning women’s business — tips you can use with all clients — and hear actionable insights to grow your business and enhance loyalty.
2:00 pm ET - Register here.
April 30, 2024
- Leading in a Time of AI, Charming Chatbots & More – presented by Athene Annuity
12:00 pm ET - Register here.
- Care Solutions: Learn Product, Marketing and E-Tools – presented by OneAmerica
Agenda:
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
2:00 pm ET - Register here.
May 2, 2024
- Accelerating your underwriting edge in a fast-changing world – presented by John Hancock
Learn how we’ve made the underwriting process even more convenient and streamlined for you and your clients. Our expert panel of speakers will provide a deep-dive on the changes, with details on:
- Our latest underwriting enhancements, including a walk-through on our new EHR process
- Case examples that highlight how you and your clients can benefit from our accelerated underwriting processes
- Tips on leveraging our expertise and services to deliver the best-possible client experience
2:00 pm ET - Register here.
May 6, 2024
- 10-Minute Monday: Estate Equalization – a Prudential webinar
2:00 pm ET - Register here.
May 7, 2024
- Care Solutions: Learn Product, Marketing and E-Tools – presented by OneAmerica
Agenda:
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
2:00 pm ET - Register here.
May 9, 2024
- From Analog to Awesome Advisor - Leveraging Technology, Tools and Strategies to Thrive in the Digital Age – presented by Athene Annuity
12:00 pm ET - Register here.
- Problems with Illiquid Assets – Leveraging Life Insurance in Challenging Wealth Transfer Cases
– presented by Prudential
Join this session to learn about the value life insurance can offer clients with complex wealth transfer needs that involve illiquid assets. The presentation reviews the problems presented by these types of assets, how life insurance solves these challenges, and two hypothetical case study examples.
2:00 pm ET - Register here.
May 14, 2024
- Care Solutions: Learn Product, Marketing and E-Tools – presented by OneAmerica
Agenda:
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
2:00 pm ET - Register here.
May 20, 2024
- 10-Minute Monday: Planning for Illiquid Assets – a Prudential webinar
2:00 pm ET - Register here.
May 21, 2024
- Care Solutions: Learn Product, Marketing and E-Tools – presented by OneAmerica
Agenda:
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
2:00 pm ET - Register here.
May 28, 2024
- Care Solutions: Learn Product, Marketing and E-Tools – presented by OneAmerica
Agenda:
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
2:00 pm ET - Register here.
June 3, 2024
- 10-Minute Monday: Small Business Needs - Key Person – a Prudential webinar
2:00 pm ET - Register here.
June 4, 2024
- Care Solutions: Learn Product, Marketing and E-Tools – presented by OneAmerica
Agenda:
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
2:00 pm ET - Register here.
June 11, 2024
- Care Solutions: Learn Product, Marketing and E-Tools – presented by OneAmerica
Agenda:
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
2:00 pm ET - Register here.
June 17, 2024
- 10-Minute Monday: Small Business Needs - Buy/Sell Planning – a Prudential webinar
2:00 pm ET - Register here.
June 18, 2024
- Care Solutions: Learn Product, Marketing and E-Tools – presented by OneAmerica
Agenda:
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
2:00 pm ET - Register here.
June 25, 2024
- Care Solutions: Learn Product, Marketing and E-Tools – presented by OneAmerica
Agenda:
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
2:00 pm ET - Register here.
July 1, 2024
- 10-Minute Monday: Estate Planning for Foreign National Clients – a Prudential webinar
2:00 pm ET - Register here.
July 2, 2024
- Care Solutions: Learn Product, Marketing and E-Tools – presented by OneAmerica
Agenda:
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
2:00 pm ET - Register here.
July 9, 2024
- Care Solutions: Learn Product, Marketing and E-Tools – presented by OneAmerica
Agenda:
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
2:00 pm ET - Register here.
July 15, 2024
- 10-Minute Monday: Inspiring Financially Fearless Women – a Prudential webinar
2:00 pm ET - Register here.
July 16, 2024
- Care Solutions: Learn Product, Marketing and E-Tools – presented by OneAmerica
Agenda:
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
2:00 pm ET - Register here.
July 23, 2024
- Care Solutions: Learn Product, Marketing and E-Tools – presented by OneAmerica
Agenda:
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
2:00 pm ET - Register here.
July 30, 2024
- Care Solutions: Learn Product, Marketing and E-Tools – presented by OneAmerica
Agenda:
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
2:00 pm ET - Register here.
August 5, 2024
- 10-Minute Monday: Trust Planning - Fundamentals – a Prudential webinar
2:00 pm ET - Register here.
August 6, 2024
- Care Solutions: Learn Product, Marketing and E-Tools – presented by OneAmerica
Agenda:
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
2:00 pm ET - Register here.
August 13, 2024
- Care Solutions: Learn Product, Marketing and E-Tools – presented by OneAmerica
Agenda:
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
2:00 pm ET - Register here.
August 19, 2024
- 10-Minute Monday: Trust Planning - ILITs & Crummey Powers – a Prudential webinar
2:00 pm ET - Register here.
August 20, 2024
- Care Solutions: Learn Product, Marketing and E-Tools – presented by OneAmerica
Agenda:
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
2:00 pm ET - Register here.
August 27, 2024
- Care Solutions: Learn Product, Marketing and E-Tools – presented by OneAmerica
Agenda:
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
2:00 pm ET - Register here.