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.
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
REGISTER
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.
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