Upcoming Webinars and Events
December 7, 2021
- An Update on Long Term Care Products –
a BSI webinar presented by Marc Strumpf
- Product Strong Points
- Pre-Underwriting & Why It’s Important
- Carrier Underwriting Niches
10:00 AM ET - RSVP here.
- Tax Reform is Coming: Are Your Clients Ready? - a Pacific Life webinar
The new tax reform bill, which has been moving through various legislative steps, provides for approximately $2T in increased revenue via various tax rate increases, potential surcharges, and increased Internal Revenue Service enforcement (as of 11/19/2021). We will discuss which provisions may or may not be included in the final law. We will also discuss the different effective dates that may apply to the various provisions. Join Bill Bell and the Advanced Designs Unit of Pacific Life to explore how tax reform may impact advanced life insurance planning.
12:00 PM ET - Register here.
December 8, 2021
December 10, 2021
- Hybrid Life & Annuity LTC Training –
a OneAmerica webinar
This presentation covers all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details...
- Setting up the LTC sale
- Covering two individuals under one policy
- Lifetime benefits and the advantages
- Use of IRA, 401k, 403b to pay for LTC
- Guaranteed premiums for LTC
- Convert NQ annuities to tax-free for LTC
11:00 AM ET - Register here.