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Aug
24
Thu
Learn why a long-term care need can have a particularly large impact on the LGBT community
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.
Sep
7
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.
Sep
11
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.
Sep
12
Tue
Sep 12 @ 9:00 am CDT – 10:00 am CDT
There is no shortage of statistics about the gap between the need for financial products and services and ownership or participation within the Gen”Y”, Women, Small Business Owner, and Multi-Cultural consumer group. The motivation for why clients want to take certain financial steps varies between groups of people. In this continuing education course we’ll talk about some demographic trends in the U.S. and what that may mean to your practice. Our purpose is to provide you with some general, macro-level trends on what each of these groups may appreciate, based on experience and research.
Sep
14
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.
Sep
21
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.
Oct
3
Tue
Oct 3 @ 8:30 am CDT – 10:30 am CDT
Rick will teach two back-to-back classes for 1-hour of CE each.
The Fundamentals of Individual Disability Income Protection Course objective is to learn the basics of disability insurance. Showcasing that Disability Insurance is more than a product, but a sense of security. Course covers the need of income protection against the risks of a disability and basic product training.
Drafting a Comprehensive Plan to help protect your Business Owners The objective of this course is to take a deeper look into the threats of a disability to a business, and the potential solutions available to business owners.
Oct
5
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.
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 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.
Oct
9
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.