Upcoming Events & Training
Positioning LTC during a volatile economy
In today’s unpredictable financial climate, it's essential to understand how to effectively position long-term care solutions for your clients. In this webinar, Positioning LTC During a Volatile Economy, we’ll explore key topics including:
- The value of linked benefit LTC policies in a volatile economy
- Dealing with reasons people delay buying LTC coverage
- Risks associated with self-funding for LTC
- Consequences of waiting to buy coverage
Improve your AEP efficiencies with RetireFlo
Join us for a webinar on July 28th to meet RetireFlo. With RetireFlo you can simply send a link to a client or prospect and obtain a Scope of Appointment, Permission to Contact, and Lists of Prescriptions, Doctors, Hospitals, and Pharmacies.
Get to know Ameritas
Join us for an informative webinar about Ameritas on July 28 at 10:00 AM. This session will provide a high-level overview of Ameritas, including its mission, values, and the solutions being offer. Whether you're new to Ameritas or looking to learn more, this is a great place to start.
Lunch & Learn: Boost Your Book
Join us for an exclusive lunch and learn specifically for Medicare advisors looking to expand their offerings and increase revenue. Discover how adding final expense, annuities, long-term care and single-premium life products will better serve your clients and boost your book of business. What You'll Learn: How to cross-sell final expense to existing Medicare clients, harness the power of annuities in retirement planning and income security, why long-term care is a must-have conversation and how single-premium life is a tax-efficient wealth transfer tool.
You will take away proven strategies that will increase client retention and referrals which will grow your revenue.
Final Expense Coaching Call: Overcoming Objections
Learn how to confidently handle common objections in final expense sales. Whether you're new or a seasoned pro, this session will give you strategies that are proven to boost your success. We will discuss:
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Real-world objections and the best responses
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Building trust with clients
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Life Q&A
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Additional coaching
Come and sharpen your skills and connect with your fellow final expense colleagues!
Learn more about LifeSecure
Join us on August 4th at 10 AM for an engaging webinar focused on how LifeSecure can support both your individual and group clients. We'll share valuable tips, insider tricks, and a comprehensive product overview to help you better understand and position better solutions.
LIAM: Life insurance to Transfer Wealth
We're kicking off Week 1 of Life Insurance Awareness Month exploring how life insurance can do more than protect - it is a powerful tool to build and transfer wealth. Join our webinar and we will uncover the strategic benefits of Single-Premium Life as a tax-efficient wealth transfer tool. What you'll learn:
- How Single-Premium Life Insurance works
- Tax advantages and estate planning benefits
- Wealth transfers that include living benefits and LTC
- How to identify opportunities
Reserve your spot today and take the first step toward helping clients build a lasting legacy.
Medicare Marketing: Retention
Join Christy Wilbert for an insightful webinar on the importance of retaining your book of business. Discover simple yet effective strategies to maintain strong relationships with your clients throughout the year. Learn how consistent touches can ensure that, when AEP arrives, your clients will know exactly who to reach out to. Get ahead of the inevitable questions that follow the ANOC letters by staying proactive. This session will equip you with the tools to keep your clients informed and loyal, setting you up for success.
Life Markets Master Class: Pre-funding Retirement Taxes
For many people, taxes in retirement can be one of the largest expenses. That's because retirement distributions are taxed at ordinary tax rates. Funding an asset like life insurance is a perfect way to pre-fund future taxes. We will show you how life insurance will: Ensure families are protected, set up a "financial reserve" to pay taxes in retirement, pre-pay the beneficiary's taxes and leave a tax-efficient legacy.
Join us and learn how it works and the 3-steps it takes to put the plan in motion.
Life Markets Master Class: Pre-funding Retirement Taxes
For many people, taxes in retirement can be one of the largest expenses. That's because retirement distributions are taxed at ordinary tax rates. Funding an asset like life insurance is a perfect way to pre-fund future taxes. This online class will show you how life insurance will:
- Ensure families are protected
- Set up a "financial reserve" to pay taxes in retirement
- Pre-pay the beneficiary's taxes
- Leave a tax-efficient legacy
Join us and learn how it works and the 3-steps it takes to put the plan in motion.