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Jul
6
Thu
To join the webex, click here and call 712-432-0180 (PW: 957803#). It is a long-distance call, but is free if you call from a phone with free long distance.
We’ll show you the following items which you (or referrers) can use with clients and we’ll explain how to use them: 1) An interview sheet 2) A great app on our website that will will help you quickly and accurately explain LTCi, why clients should consider LTCi and why they should buy now, if interested. It also provides ballpark premiums so that you and your client can select some key design variables, without having any need to request an illustration in advance. 3) A document addressing client concerns. 4) A sheet to type into to send us the relevant information so that we can pick the best carrier, product and detail design.
If you have trouble accessing the link, please contact Alison Campbell at 913-403-5810.
Jul
10
Mon
Claude’s monthly broker call is a great way to stay current on LTCi industry news and trends. In addition to sharing timely information, the call is also a good place to ask questions, and see how other brokers handle situations in which you find yourself.
To join the call, 605-468-8005 (PW: 957803#). It is a long-distance call, but is free if you call from a phone with free long distance.
Generally, this a call only, not a WebEx.
Jul
11
Tue
Jul 11 @ 8:30 am CDT – 10:30 am CDT
Rick will teach 2 back-to-back courses, each for 1 hour of CE credit.
Solutions for the Highly Compensated: This presentation will outline the risks associated with disability and the solutions currently offered in the disability insurance industry that help protect and retain highly compensated, key employees.
Underwriting Disability Income Insurance: The advisers will learn the basics of underwriting individual disability insurance, including the different underwriting factors that are considered – occupation, medical history and finances.
Jul
12
Wed
Jul 12 @ 3:00 pm CDT – 4:00 pm CDT
Employee caregivers’ problems are estimated to cost U.S. employer s $13.4 billion y early. Early intervention with a Health & Wellness approach to caregiving can help minimize the impact on employees and employers.
About 20% of employees self-identify as caregivers, but roughly twice as many provide care. They exercise less, sleep less and visit their doctor less. They eat more fast and junk food, smoke more and drink more alcohol. Tired (63%) and stressed (66%), they are less productive and increase employer health and disability costs.
HR professionals receive 1-hour CE credit while learning about the impact of caregiving on health and wellness programs; how to help employees recognize caregiving challenges early; keys to minimize negative outcomes; and no-cost solutions to help solve the caregiving dilemma and protect employees’ retirement dreams.
Jul
13
Thu
To join the webex, click here, and call 605-468-8005 (PW: 957803#). It is a long-distance call, but is free if you call from a phone with free long distance.
In today’s world, the combo story is very comforting for clients. Attend our WebEx on combo to learn how to position the product to draw client interest.
If you have trouble accessing the link, please contact Alison Campbell at 913-403-5810.
Jul
18
Tue
Jul 18 @ 8:00 am CDT – 12:00 pm CDT
This class is FREE for brokers who have submitted business to Target Insurance Services, Inc. in the past 12 months and for their staff. The charge for all other is $40. Checks should be made payable to: Target Insurance. We will reimburse the cost of the class upon request and submission of a case within two months of the class date.
Jul 18 @ 12:00 pm CDT – 1:00 pm CDT
Come learn why Mutual of Omaha’s LTCi plan may be the most client friendly policy on the market:
The BIG 3 built-in benefits:
- Cash Alternative allows a portion of the benefit to be used to pay family and/or friends who provide care
- Monthly benefits vs Daily benefits
- Calendar Day EP vs Service Day EP (note: it is important to have a paid service day to start the calendar day EP)
Plus:
- Shared Care rider
- One-of-a-couple discounts
- Ways to fit a client’s premium budget (new concept you’ve never seen before)
Jul
20
Thu
Put our worksite LTCi tools to work. We’ll discuss why the work place is profitable, and how you can approach worksite with employers.
To join the WebEx, click here and call 605-468-8005 (PW: 957803#). It is a long-distance call, but is free if you call from a phone with free long distance.
If you have trouble accessing the link, please contact Alison Campbell at 913-403-5810.
Jul
26
Wed
One of the biggest causes of clients getting a different rate, or a decline, is missing health information for a pre-qualification. No one likes to talk about a client’s health–including your clients!
We’ve developed a tool that allows your clients to answer pre-qualification questions on-line, with their answers being delivered securely to our underwriting teams. Join us for an overview of this exciting new tool.