Total Financial - Webinars

Tuesday June 12 webinarsJune 12, 2018

  • Training for Lincoln WealthAccumulate IUL – a Lincoln National webinar
    - Learn more about this new accumulation IUL that offers transparency and flexibility with a focus on competitive distributions
    - Find out about the latest underwriting advantages
    - See an illustration of Lincoln WealthAccumulate IUL in DesignIt and Winflex
    - Get helpful tips when using Winflex with Lincoln IUL products
    2:00 - 3:00 PM ET
    Add to your calendar or join the webex.

  • The DI Plan – an Illinois Mutual webinar
    Attend this webinar to learn how to put a plan in place to find new DI clients and also learn new concepts to help grow your business.
    3:00 - 4:00 PM ET
    Add to your calendar or join the webex.

Wednesday June 13 webinarsJune 13, 2018

  • Deduction Ideas for Business Owners – am American National webinar
    1:00 - 1:30 PM ET
    Register here.

Thursday, June 14 webinarsJune 14, 2018

  • 3 Strategies to Build Your Business – a Transamerica webinar 
    Today's clients are looking for more. As lifespans continue to improve, the conversation around life insurance is changing. Longer lives require planning for lifelong protection. Register to learn three selling strategies to help secure more prospects and generate more referrals with a product designed to serve your clients' broad range of protection needs.
    2:00 - 2:30 PM ET
    Register here.

Friday, June 15 webinarsJune 15, 2018

  • Care Solutions Deep Dives – a OneAmerica webinar
    Go in depth on Illustration Running & Reading related to our asset-based Long Term Care solutions.
    11:00 AM - 12:00 PM ET
    Register here.

Tuesday, June 19 webinarsJune 19, 2018

  • Annuity Care Product and Campaign Training – a OneAmerica webinar
    Think about your clients with existing annuities. Do they depend on all of their annuities for retirement income? If not, you could reposition a portion or all of an annuity into a different annuity that provides tax-free benefits to pay for long-term care (LTC). It’s as easy as moving their money from tax-deferred to tax-free for LTC – and who doesn’t like the sound of that? 
    11:00 AM - 12:00 PM ET
    Register here.

Wednesday June 20 webinarsJune 20, 2018

  • Defined Benefit Pension Plans – am American National webinar
    1:00 - 1:30 PM ET
    Register here.

Thursday, June 21 webinarsJune 21, 2018

  • Learn more about Builder IUL - a North American webinar
    Builder Plus IUL is designed for death benefit protection with stronger performance and marketability, along with a Return of Premium Death Benefit Option, Account Interest Multiplier, and more! Join this webinar to learn how Builder Plus IUL can help clients achieve an above average future.
    11:00 AM - 12:00 PM ET 
    Register here.

  • John Hancock Vitality – the life insurance that’s taking the industry by storm! – a John Hancock webinar
    1:00 - 1:20 PM ET
    Get details and register here.

  • Business Life Insurance (Guaranteed and Simplified Issue Underwriting) – a Lincoln National webinar
    Attend this 30-minute webinar on a process to implement business life insurance strategies. You'll take away:
    - What GI/SI is and how it works
    - Lincoln GI/SI case review and implementation process
    - Sales Applications
    1:00 - 1:30 PM ET
    Register here.

  • Annuity Care Product and Campaign Training – a OneAmerica webinar
    Think about your clients with existing annuities. Do they depend on all of their annuities for retirement income? If not, you could reposition a portion or all of an annuity into a different annuity that provides tax-free benefits to pay for long-term care (LTC). It’s as easy as moving their money from tax-deferred to tax-free for LTC – and who doesn’t like the sound of that? 
    2:00 - 3:00 PM ET
    Register here.

  • Refine your accumulation and income stories - a North American webinar
    4:00 - 4:30 PM ET
    Register here.

Friday, June 22 webinarsJune 22, 2018

  • Hybrid life & annuity LTC – a OneAmerica webinar
    This presentation covers all of the OneAmerica Care Solutions options and sales ideas. This session is about 45 minutes and will cover the following details...
    1) Setting up the LTC sale
    2) Covering two individuals under one policy
    3) Lifetime benefits and the advantages
    4) Use of IRA, 401k, 403b to pay for LTC
    5) Guaranteed premiums for LTC
    6) Convert NQ annuities to tax-free for LTC
    11:00 - 11:45 PM ET
    Register here.

Friday, June 29 webinarsJune 29, 2018

  • Care Solutions Deep Dives – a OneAmerica webinar
    Go in depth on Asset-Care IV related to our asset-based Long Term Care solutions.
    11:00 AM - 12:00 PM ET
    Register here.

Friday, July 6 webinarsJuly 6, 2018

  • Hybrid life & annuity LTC – a OneAmerica webinar
    This presentation covers all of the OneAmerica Care Solutions options and sales ideas. This session is about 45 minutes and will cover the following details...
    1) Setting up the LTC sale
    2) Covering two individuals under one policy
    3) Lifetime benefits and the advantages
    4) Use of IRA, 401k, 403b to pay for LTC
    5) Guaranteed premiums for LTC
    6) Convert NQ annuities to tax-free for LTC
    11:00 - 11:45 PM ET
    Register here.

Tuesday, July 10 webinarsJuly 10, 2018

  • Annuity Care Product and Campaign Training – a OneAmerica webinar
    Think about your clients with existing annuities. Do they depend on all of their annuities for retirement income? If not, you could reposition a portion or all of an annuity into a different annuity that provides tax-free benefits to pay for long-term care (LTC). It’s as easy as moving their money from tax-deferred to tax-free for LTC – and who doesn’t like the sound of that? 
    11:00 AM - 12:00 PM ET
    Register here.

Thursday, July 12 webinarsJuly 12, 2018

  • Annuity Care Product and Campaign Training – a OneAmerica webinar
    Think about your clients with existing annuities. Do they depend on all of their annuities for retirement income? If not, you could reposition a portion or all of an annuity into a different annuity that provides tax-free benefits to pay for long-term care (LTC). It’s as easy as moving their money from tax-deferred to tax-free for LTC – and who doesn’t like the sound of that? 
    2:00 - 3:00 PM ET
    Register here.

 

 

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DISCLAIMER: This website is for financial professionals and agents only. Not for use with the general public | CA Insurance License #0D04093 Securities Offered Through The Leaders Group | Member FINRA / SIPC CIS is not affiliated with The Leaders Group | 26 West Dry Creek Circle, Ste. 575 Littleton, CO 80120 | 303-797-9080 | www.Finra.org