Category: Webinars and Events

Retirement Planning With Life Insurance

Call-in Discussion: Retirement Planning With Life Insurance PRESENTED BY Principal Learning Network DATE: Monday, August 13, 2018 TIME: 10:30 AM – 11:00 AM CST ADD TO CALENDAR CALL OBJECTIVES Learn how the “Power of 3″ can help you provide a simplified supplemental retirement solution. Review products and designs commonly used for supplemental retirement income. Understand how the automated income platform can help make illustrated values a non-commodity. Discuss how the My Principal Lifestyle app can differentiate you with your clients. HANDOUTS Retirement Planning Client Approach Brochure Power of 3 Flyer Automated Distributions Flyer TO PARTICIPATE DIAL: (866) 599-9219 PASSWORD:...

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Life Settlements After the Tax Cut and Jobs Act

Life Settlements After the Tax Cut and Jobs Act PRESENTED BY The ASA Group DATE: Wednesday, August 15, 2018 TIME: 10:00 AM – 10:30 AM CST OVERVIEW In this quick, 30-minute presentation we will cover the following topics: What are Life Settlements? How are Life Settlements different today? When Life Settlements make the most sense Compliance and due diligence Taxation of a Life Settlement REGISTER Name Name Company Email Address Best Contact Number Questions or...

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Webinar: What’s New with Symetra’s Underwriting

What’s New with Symetra’s Underwriting PRESENTED BY Symetra SVP and Chief Operations Officer Mary Bates, VP of Life Underwriting John Valickus and AVP of Underwriting Research and Development Kathy Fell DATE: Thursday, July 26, 2018 TIME: 2:00 p.m. (EST) WEBINAR DETAILS: ​​​​You’re invited to a special webinar highlighting Symetras biggest underwriting enhancements and initiatives! Join life underwriting leadership team, Mary Bates, John Valickus and Kathy Fell, as they review what’s new with Symetra’s underwriting, including: Refreshed brand. Updates on our Symetra GoodLife Rewards program. Key financial underwriting enhancements. More 2018/2019 advancements on the horizon. CLICK HERE TO...

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Webinar: Is Split Dollar Dead?

Is Split Dollar Dead? PRESENTED BY John Hancock Caroline McKay, JD, AVP, Advanced Markets Counsel DATE: Monday, July 23, 2018 TIME: 2:00 – 2:20 p.m. (EST) INSIGHTFUL INFORMATION ON: • The valuation issues identified by the Tax Court in denying summary judgment to the Cahill and Morrissette estates • How these  rulings impact split dollar opportunities moving forward To view the replay CLICK...

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