UPCOMING WEBINARS AND EVENTS
MONDAY - APRIL 22, 2024
"Winning Her Business" Series: Four Motivators® Framework, including Elevate Your Connections
2:00 pm ET
Presented by Lincoln Financial Group
Details...Lincoln presents the event series Winning Her Business® featuring Bridget Brennan, CEO of the strategic advisory firm Female Factor and bestselling author of Why She Buys and Winning Her Business.
Join to learn practical relationship-building tips for winning women’s business — tips you can use with all clients — and hear actionable insights to grow your business and enhance loyalty.
TUESDAY - APRIL 23, 2024
"Winning Her Business" Series: Inspire Clients
2:00 pm ET
Presented by Lincoln Financial Group
Details...Lincoln presents the event series Winning Her Business® featuring Bridget Brennan, CEO of the strategic advisory firm Female Factor and bestselling author of Why She Buys and Winning Her Business.
Join to learn practical relationship-building tips for winning women’s business — tips you can use with all clients — and hear actionable insights to grow your business and enhance loyalty.
Care Solutions: Learn Product, Marketing and E-Tools
2:00 pm ET
Presented by OneAmerica
Agenda...
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
Introducing Protective's Executive 10-Year Term: Building Better Business Market Solutions
3:00 pm ET
Presented by Protective
WEDNESDAY - APRIL 24, 2024
"Winning Her Business" Series: Build Confidence
2:00 pm ET
Presented by Lincoln Financial Group
Details...Lincoln presents the event series Winning Her Business® featuring Bridget Brennan, CEO of the strategic advisory firm Female Factor and bestselling author of Why She Buys and Winning Her Business.
Join to learn practical relationship-building tips for winning women’s business — tips you can use with all clients — and hear actionable insights to grow your business and enhance loyalty.
THURSDAY - APRIL 25, 2024
"Winning Her Business" Series: Show Your Appreciation
2:00 pm ET
Presented by Lincoln Financial Group
Details...Lincoln presents the event series Winning Her Business® featuring Bridget Brennan, CEO of the strategic advisory firm Female Factor and bestselling author of Why She Buys and Winning Her Business.
Join to learn practical relationship-building tips for winning women’s business — tips you can use with all clients — and hear actionable insights to grow your business and enhance loyalty.
TUESDAY - APRIL 30, 2024
Leading in a Time of AI, Charming Chatbots & More
12:00 pm ET
Presented by Athene Annuity
Care Solutions: Learn Product, Marketing and E-Tools
2:00 pm ET
Presented by OneAmerica
Agenda...
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
THURSDAY - MAY 2, 2024
Accelerating your underwriting edge in a fast-changing world
2:00 pm ET
Presented by John Hancock
Details...Learn how we’ve made the underwriting process even more convenient and streamlined for you and your clients. Our expert panel of speakers will provide a deep-dive on the changes, with details on:
- Our latest underwriting enhancements, including a walk-through on our new EHR process
- Case examples that highlight how you and your clients can benefit from our accelerated underwriting processes
- Tips on leveraging our expertise and services to deliver the best-possible client experience
MONDAY - MAY 6, 2024
TUESDAY - MAY 7, 2024
Care Solutions: Learn Product, Marketing and E-Tools
2:00 pm ET
Presented by OneAmerica
Agenda...
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
THURSDAY - MAY 9, 2024
From Analog to Awesome Advisor - Leveraging Technology, Tools and Strategies to Thrive in the Digital Age
12:00 pm ET
Presented by Athene Annuity
Problems with Illiquid Assets – Leveraging Life Insurance in Challenging Wealth Transfer Cases
2:00 pm ET
Presented by Prudential
Details...Join this session to learn about the value life insurance can offer clients with complex wealth transfer needs that involve illiquid assets. The presentation reviews the problems presented by these types of assets, how life insurance solves these challenges, and two hypothetical case study examples.
TUESDAY - MAY 14, 2024
Care Solutions: Learn Product, Marketing and E-Tools
2:00 pm ET
Presented by OneAmerica
Agenda...
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
MONDAY - MAY 20, 2024
TUESDAY - MAY 21, 2024
Care Solutions: Learn Product, Marketing and E-Tools
2:00 pm ET
Presented by OneAmerica
Agenda...
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
TUESDAY - MAY 28, 2024
Care Solutions: Learn Product, Marketing and E-Tools
2:00 pm ET
Presented by OneAmerica
Agenda...
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
MONDAY - JUNE 3, 2024
10-Minute Monday: Small Business Needs - Key Person
2:00 pm ET
Presented by Prudential
TUESDAY - JUNE 4, 2024
Care Solutions: Learn Product, Marketing and E-Tools
2:00 pm ET
Presented by OneAmerica
Agenda...
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
TUESDAY - JUNE 11, 2024
Care Solutions: Learn Product, Marketing and E-Tools
2:00 pm ET
Presented by OneAmerica
Agenda...
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
MONDAY - JUNE 17, 2024
10-Minute Monday: Small Business Needs - Buy/Sell Planning
2:00 pm ET
Presented by Prudential
TUESDAY - JUNE 18, 2024
Care Solutions: Learn Product, Marketing and E-Tools
2:00 pm ET
Presented by OneAmerica
Agenda...
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
TUESDAY - JUNE 25, 2024
Care Solutions: Learn Product, Marketing and E-Tools
2:00 pm ET
Presented by OneAmerica
Agenda...
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
MONDAY - JULY 1, 2024
10-Minute Monday: Estate Planning for Foreign National Clients
2:00 pm ET
Presented by Prudential
TUESDAY - JULY 2, 2024
Care Solutions: Learn Product, Marketing and E-Tools
2:00 pm ET
Presented by OneAmerica
Agenda...
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
TUESDAY - JULY 9, 2024
Care Solutions: Learn Product, Marketing and E-Tools
2:00 pm ET
Presented by OneAmerica
Agenda...
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
MONDAY - JULY 15, 2024
10-Minute Monday: Inspiring Financially Fearless Women
2:00 pm ET
Presented by Prudential
TUESDAY - JULY 16, 2024
Care Solutions: Learn Product, Marketing and E-Tools
2:00 pm ET
Presented by OneAmerica
Agenda...
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
TUESDAY - JULY 23, 2024
Care Solutions: Learn Product, Marketing and E-Tools
2:00 pm ET
Presented by OneAmerica
Agenda...
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
TUESDAY - JULY 30, 2024
Care Solutions: Learn Product, Marketing and E-Tools
2:00 pm ET
Presented by OneAmerica
Agenda...
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
MONDAY - AUGUST 5, 2024
TUESDAY - AUGUST 6, 2024
Care Solutions: Learn Product, Marketing and E-Tools
2:00 pm ET
Presented by OneAmerica
Agenda...
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
TUESDAY - AUGUST 13, 2024
Care Solutions: Learn Product, Marketing and E-Tools
2:00 pm ET
Presented by OneAmerica
Agenda...
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
MONDAY - AUGUST 19, 2024
10-Minute Monday: Trust Planning - ILITs & Crummey Powers
2:00 pm ET
Presented by Prudential
TUESDAY - AUGUST 20, 2024
Care Solutions: Learn Product, Marketing and E-Tools
2:00 pm ET
Presented by OneAmerica
Agenda...
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
TUESDAY - AUGUST 27, 2024
Care Solutions: Learn Product, Marketing and E-Tools
2:00 pm ET
Presented by OneAmerica
Agenda...
- How to sell Linked Benefits using just 2 questions – 15min.
- AssetCare: Our whole life/LTC product-- 20 min.
- AnnuityCare: Our Annuity/LTC Product-- 15 min.
- Etools to help you sell our products -- 10 min.
RECENT WEBINAR REPLAYS - ON DEMAND
Opportunities and Traps with Insurance Beneficiary Planning
Presented by Mutual of Omaha