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June 2021
The New Long-Term Care Equation: The Changing Roles of Money, Health, Family and Dignity
Longevity changes everything. The good news is that the “longevity bonus” has people now living longer and spending more time in retirement — but life spans don't always match health spans, which may create income and health challenges as well as new caregiving considerations. During our webcast, Ken Dychtwald, Ph.D., and Founder and CEO of Age Wave, will share his research-driven insights on the new long-term care planning equation and will cover: The disparity between life spans and health spans Impact of…
Find out more »The Value of Structured Settlements: An LIAFPN Meeting
Please join us for a Zoom meeting on Wednesday, June 23rd at 8:00 am with Kimberly Taylor of Settlement Funding. In this meeting, you'll gain insights into the value of structured settlements for personal injury attorneys and plaintiffs, along with details of tax exemption and deferment. To register, please click here
Find out more »July 2021
Life business after Covid-19 — Adapting to a new digital experience
Join us as we discuss the new age of predictive analytics and the use of digital underwriting tools designed to create a less invasive experience for the client. Register Here
Find out more »American National: Safe Harbor Plans and Deadlines
Join us for a 30-minute webinar as we present 401(k) plans designed to meet your business owner’s retirement goals. Plus, learn how you can help your business owners save on their current taxes and still provide tax free income at retirement. Register Here
Find out more »Nationwide leader underwriting panel (live)
Take part in a live panel-style discussion with underwriting leaders Lee Fluharty, Mike Souslin and T.J. Doan, moderated by Divisional Sales Leader John Kneir. Register Here
Find out more »Business After Hours: An LIAFPN Gathering!
We are thrilled to be able to meet in person finally. So let's celebrate over Happy Hour! Please join us on July 15th at 5:30 PM at The Hilton located at 598 Broadhollow Rd, Melville, NY 11747 Mingle with other financial professionals, including CPAs and Attorneys, in a relaxed environment. We look forward to connecting with you! Register Here
Find out more »Field Underwriting for Nationwide CareMatters® and life insurance with the Long-Term Care Rider II (live)
This presentation will walk you through our current guidelines and take a look at common impairments seen during underwriting and pre-screening. Register Here
Find out more »American National: We Have Your Plan
Ever wonder what retirement plan is best for your business owners? Would a safe harbor 401(k) plan or defined benefit plan be best? How about a 412(e)(3) plan? Should life insurance be included in the plan? Frequently, the answers depend on where the business is in its “Business Life Cycle”. Join us for a 30-minute webinar as we explore the different plan designs that would benefit owners during the various stages of their business. Register Here
Find out more »MLSB Index Performance Review & Recap
Please join us for an informational webinar on Join this session to hear about the MLSB Index. This call will cover recent index performance results as well as a recap of what the index is and how it works. Webinar Date and Time: Tuesday, July 27, 2021 at 1:00 PM CT Dial-in Number: +1-469-210-7159 Access Code: 1726 19 9589 Join Webinar: http://txn1.e-aig.com/track.aspx?11219700.610461.17761935349.4298.2875610_80408851_H.MTID=m79b1d30c41a2cec8192423d9317f4cb9
Find out more »Nationwide’s evolution of underwriting
Join us to hear about upcoming enhancements to our Nationwide Intelligent Underwriting process later in 2021 for the BGA channel, including info on our new digital interview capability, real-time feedback on client acceleration and the ability to choose your paramed vendor. Register Here
Find out more »August 2021
Grow your Practice with Care Solutions Designed Specifically for Your Clients
Join us and learn how to Implement Care Planning into Your Practice With Glenn Usher and Julia Mauro Tuesday, August 3rd 11:00 AM P.S.T(2 PM E.S.T) You're invited!- GA Vision Series Call Please join your Lincoln team for a conversation that will explore the MoneyGuard Suite of products. We will demonstrate how to align each solution to your individual client’s unique situation based on their risk tolerance, investment style, and specific long-term care concerns. You will also learn just where…
Find out more »September 2021
Live Webinar: Term Life and Signature Guaranteed Universal Life Working Together
Signature Term and Signature GUL Combo Webinar Wednesday, September 8th, 2021 at 1 p.m. CDT Join us for a live webinar highlighting: Signature Term Signature Guaranteed Universal Life Term Conversions Register Here
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