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  • ASG Webinar: How to Use AI to Increase Your Life Insurance, Annuity & LTC Business

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    REGISTER Let's face it, AI is changing our lives. Everywhere you look, it’s AI this, AI that. If you want a different take on “AI” and how it can help you generate more Annuity, Life Insurance and Long Term Care Sales, tune in to our webinar to get a “different take” on how we’re using it and how it can transform your business. After attending, you will walk away with an actionable plan to explore your book of business and pinpoint where opportunities exist to generate more sales for year end and beyond. Register today. You’ll be glad you did!

  • Accelerate your year-end success: Finish strong with John Hancock

    REGISTER Year end is approaching, and every case counts. Join us for a live webinar on Tuesday, November 10, where we will share tips on how John Hancock can give you an edge. Our panel of experts will cover advanced planning solutions that can resonate across all markets, more opportunities for non-invasive underwriting and how our enhanced purchase process can help you deliver a better client experience to close more sales

  • Long-Term Care: Building Effective LTC Strategies for Clients

    REGISTER Presented by Shawn Britt Many clients are unprepared for the financial and personal impact of a care event. This CE-eligible course helps financial professionals recognize common misconceptions, understand client perspectives and guide meaningful planning conversations. Participants explore a four-step framework for developing a care plan, along with funding solutions and tools to estimate future care costs.

  • Meeting the Needs of High-Net-Worth Clients

    REGISTER Thursday, November 12, 2 pm ET: High-net-worth clients often have needs that extend beyond traditional estate planning strategies. Explore five distinct client profiles and advanced planning strategies that can help you identify new opportunities and navigate complex planning conversations with confidence.

  • OneAmerica Training: Hybrid Life & Annuity LTC

    REGISTER This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details... - Setting up the LTC sale - Covering two individuals under one policy - Lifetime benefits and the advantages - Use of IRA, 401k, 403b to pay for LTC - Guaranteed premiums for LTC - Convert NQ annuities to tax-free for LTC

  • Charitable Giving for High Net-Worth Clients

    REGISTER Presented by Doug Ewing Charitable giving is an important part of holistic financial planning, yet clients may be unaware of how to align philanthropy with their tax, legacy, and beneficiary goals. This course will help financial professionals evaluate charitable-giving options for their clients and develop a plan that fits their objectives.

  • OneAmerica Training: Hybrid Life & Annuity LTC

    REGISTER This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details... - Setting up the LTC sale - Covering two individuals under one policy - Lifetime benefits and the advantages - Use of IRA, 401k, 403b to pay for LTC - Guaranteed premiums for LTC - Convert NQ annuities to tax-free for LTC