Category: Webinars and Events

Webinar: Family Business Planning Opportunities

Day(s) : Hour(s) : Minute(s) : Second(s) Webinar: Family Business Planning Opportunities PRESENTED BYPrincipal Learning NetworkJessman Smith, JD – Business and Advanced Solutions Assistant DirectorWill Heidbreder, JD, MBA, CPA, CLU – Business and Advanced Solutions Director DATE: Monday, June 11, 2018TIME: 10:30 AM – 11:00 AM CST Opportunities and complexities of working with family businesses Please join a discussion that will: Review solutions for owners of family businesses Highlight the Family Business Planning Proposal Identify special consideration working with family businesses Registration DetailsDial-in number: 866-599-9219Access Code:...

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Webinar: Is Your Employer Owned Life Insurance Taxable? IRC Sec. 101(j) Compliance

Webinar Starts In Day(s) : Hour(s) : Minute(s) : Second(s) Is Your Employer Owned Life Insurance Taxable? IRC Sec. 101(j) Compliance Please join us for a fast paced 30 minute session on 101(j) PRESENTED BY Michael E. Kepesky, JD CFP CLU ChFC DATE: Wednesday, June 6, 2018 TIME: 10:00 AM – 10:30 AM CST Overview 101(j) Compliance is a great way to prospect business owners for policy reviews on their existing life insurance but many business owners are unaware of the new rules for employer owned purchases after August 17, 2006. IRC Sec. 101(j) applies to ALL business owned life insurance, EVEN TERM! The cure to a 101(j) issue is normally rewriting the policy or increasing the face of the existing policy. Join our webinar to learn how you can provide valuable tax saving information and generate new sales.   >>CLICK HERE TO VIEW THE WEBINAR...

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Buy-Sell Planning

Call-In: Discussion on Buy-Sell Planning PRESENTED BY Principal Learning Network DATE: Monday, May 7, 2018 TIME: 10:30 AM – 11:00 AM CST ADD TO CALENDAR Have you talked to your business owner clients recently about business succession planning? In this call we’ll share some best practices for buy-sell planning so that you can help your clients avoid the common pitfalls. TO PARTICIPATE DIAL: (866) 599-9219 PASSWORD:...

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LTC Solutions using Life Insurance and Annuities

Webinar Starts In Day(s) : Hour(s) : Minute(s) : Second(s) Webinar: LTC Solutions using Life Insurance and Annuities PRESENTED BY Michael E. Kepesky, JD CFP CLU ChFC DATE: Wednesday, May 16, 2018 TIME: 10:00 AM – 10:30 AM CST JOIN US FOR A QUICK WEBINAR TO LEARN THE LATEST SOLUTIONS FOR THE GROWING LONG TERM CARE NEED Our discussion that will include: Innovative Life Solutions using the “bucket of money” concept Linked benefit solutions; Moneyguard still strong and Nationwide is gaining traction What is “cash indemnity” and why is it so important for family care situations? Learn to re-purpose your cash value insurance using ASA’s policy review department. Annuity solutions, multiply the value of a CD for LTC. >>CLICK HERE TO VIEW THE WEBINAR REPLAY<<...

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