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Download our “Life Insurance Process” under our “Helpful PDFs” section in the main nav.

Have your senior clients seen the television advertisements targeting the sale of their existing life insurance policies? 

Register for our next webinar featuring James Camper of Evergreen Settlements! Your clients NEED professional representation more now than ever before, or they could make a very costly financial mistake.  This 15-minute webinar will overview the critical steps to uncovering life settlement opportunities, best practices when engaging in life settlement transactions, and how to grow […]

Moneyguard Fixed Advantage Webinar

Join us and Timothy Lockwood of Lincoln’s Moneyguard department as we address product details and provide case studies and sales ideas! Registration link is below. Register Here

LTC Planning and Positioning with Mutual of Omaha.

Join us for an informational webinar with Mutual of Omaha’s John Gibbons. Covering topics such as: -How to have the Conversation. -Why NOT to Self-Fund an LTC Event. –LTC Statistics. –Cost of Care and impact to client’s Family & Finances –Simple 3-Step LTC Sales Process. –Review of Traditional LTC Products–Secure Care and Custom Care. –Tax […]