AdvisorNet Insurance initiates the 10 Minute Tuesday’s, stay informed and current on the latest planning strategies, products and carrier updates.
Every Tuesday, there will be a 10 minute webcast at:
2:20 Eastern
1:20 Central
12:20 Mountain
11:20 Pacific
Upcoming Webinars 2016
| DATE | TOPIC |
| Jun. 7 |
Annuity Care for Higher Net-Worth Clients. Address the Issue of Long Term Care Needs They may feel that they could self-fund any long-term care expenses. Such a client would have a relatively large estate with accumulated assets not needed for income purposes and could indeed self-fund the costs. In discussing such a need with your clients, don’t disagree with them. Instead, agree that self-funding is a sound decision for their financial plan and show them how to more effectively self-fund using Annuity Care. |
| Jun. 14 |
Agribusiness represents Fields of Opportunity for you! Find out how Principal wants to partner with you to help the underserved Agricultural market protect their assets and meet their long term planning goals. We have developed a platform of solutions to meet common needs such as transitioning the operation, retirement income, estate planning and inheritance equalization. If you have enjoyed working with us on our BOES platform, you will love the new Ag platform as it follows a similar process. |
| View Recording |
Past Webinars
| DATE | TOPIC |
| May 24 |
Life Care Funding Did you know that any type of life insurance policy can pay for long term care costs? How? Instead of allowing a policy to lapse or be surrendered; the owner can convert their policy into a Tax-Free Long Term Care Benefit Plan. What does converting a policy mean? It means the policy is sold for a percentage of the death benefit (the range can be between 20%-60%) and the funds are placed in an irrevocable, FDIC-insured Benefit Account that make monthly payments directly to any form of long term care. |
| VIEW RECORDING | |
| May 17 |
Smart Money Using Rapid Builder® Indexed Universal Life Insurance Smart money is money your clients want to control and be able to access during times of need. While there are several places to store smart money, one option to consider is indexed universal life insurance (IUL). Learn how to help your clients make their smart money even smarter!
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| May 10 |
Disability Awareness Month Business Owners provide a lot of potential as an Advisor. See how you can open the door to gather additional assets by discussing something that your competition is not, Business Overhead Expense and IDI. Also find ways to tap the middle market with the W2 upgrade. |
| VIEW RECORDING | |
| Apr. 19 | DI Awareness Disability Planning and the Business Owner Market |
| VIEW RECORDING | |
| Apr. 12 | Using Qualified Funds for Hybrid LTC Products Many of our clients have majority of their wealth held in qualified retirement accounts. Learn how to use qualified dollars to fund Asset Based LTC strategies. |
| VIEW RECORDING | |
| Apr. 5 | Kolbe How do you know you are communicating with your clients in a way that will get them to take action, especially clients who are business owners? What if your competition knows the secret to this type of communication? Join us for a 10 minute introduction to Affiance Coaching and the power of Kolbe Wisdom. Get a quick idea of why the top advisors, wealth managers, insurance producers, and business owners are using this powerful tool to increase productivity, reduce stress, and even help families better understand each other empowering people to take action. |
| VIEW RECORDING | |
| Mar. 29 | Gift of a Lifetime Learn how to set up a meaningful lifetime legacy of protection and benefits for a loved child with as little as $99 per month, while easily expanding your market and increasing sales. |
| VIEW RECORDING | |
| Mar. 22 | Premium or Private Finance Very high net worth individuals utilize life insurance to fund estate taxes. But, they may be illiquid and/or don’t want to use up their annual exclusions/lifetime exemption on insurance premiums. Learn two approaches to solving the problem. |
| VIEW RECORDING | |
| Mar. 15 | 1040 Overlay Use the 1040 overlay with your clients to help identify and understand tax planning opportunities using their own tax form 1040. |
| VIEW RECORDING | |
| Mar. 8 | PPA and Annuity Care II The Pension Protection Act of 2006 is nearing its 10th birthday and is still widely misunderstood and overlooked. Learn how the PPA can unlock tax-deferred earnings in nonqualified annuities and a product solution from OneAmerica to implement it. |
| VIEW RECORDING | |
| Mar. 1 | Defined Benefit Pension Plans – 412(e)(3) Fully Insured It’s a very narrow market, but when it fits, it means a very large tax deduction for the company, is not currently taxable to the participant, growth is tax deferred. Learn about this great Strategy for the right client. |
| VIEW RECORDING | |
| Feb. 23 |
Indexed Universal Life – illustration guidelines for loan spreads AG 49 has two components, the 1st being acceptable crediting rates for illustration purposes which is already in effect. Coming next are the guidelines for showing retirement income using “negative” loan spreads. |
| VIEW RECORDING | |
| Feb. 16 |
DOL Update This train looks like it’s leaving the station. Find out what we think it means for fixed & indexed annuities |
| Feb. 9 |
Asset Care 4 as an Alternative to Traditional LTC OneAmerica is a leader in the Asset-Based LTC market. Learn about Asset Care 4, the fastest growing product in their line-up, and how this option compares traditional LTC. |
| VIEW RECORDING | |
| Feb. 2 |
Retire Up Planning Software (Cetera approved) Retire Up will be used for VAs, indexed annuities and fixed annuities to determine short falls in client’s investments which they hope to draw income from in their retirement. The interest rate environment we face now cannot be compared to the one when some of these products were sold, so this software will be used to measure up and see what additional income producing products they will need to buy to offset shortfalls. |
| VIEW RECORDING | |
| Jan. 26 |
How can we help you do a policy review for your clients In force life insurance contracts can be complex and need to be managed. Periodic reviews help evaluate performance, point to any adjustments needed as well as analyzing the current need and other options that may be more suitable |
| VIEW RECORDING | |
| Jan. 19 |
Disability Income Protection Corey specializes in complex DI cases and is a great asset with his very narrow and deep focus. Take 10 minutes to understand the value he can bring to your practice |
| VIEW RECORDING | |
| Jan. 12 |
Pension Maximization Does your client have a pension? Learn about a technique to help your client get the best of both worlds: a higher lifetime income, money to provide for the spouse and if desired, the children. |
| VIEW RECORDING | |
| Jan. 1 | VIEW RECORDING |
| Dec. 15 | Alternative to a Trust to manage a Death Benefit – Protectives IPO Rider Learn about a unique option available from Protective to pay both an upfront amount on death as well as annual income payments for the amount and time period your client wants. No need for a trust! |
| Dec. 8 | Three Sales in One Discover how to protect a new client with low cost death benefit coverage then transition them over time into permanent coverage with cash value. Meet your client’s changing needs and get multiple commission opportunities with this product strategy. |
| VIEW RECORDING | |
| Dec. 1 | Traditional Long Term Care Learn what’s happening in Long Term Care and about the Concierge Specialist role at Newman LTC. |
| VIEW RECORDING | |
| Nov. 17 | The Concierge Program Many advisors realize the importance of assisting clients with their insurance needs but don’t necessarily want to get into the weeds. Learn how to have it handled. |
| VIEW RECORDING | |
| Nov. 10 | PBGC Annuity Options for Terminating Pensions Companies terminating a defined benefit pension plan are required to fund their existing liability. Learn how you can help. |
| VIEW RECORDING | |
| Nov. 3 | Hybrid LTC funded with Qualified Funds Did you know you can use qualified money to fund a Hybrid LTC product? Get some popcorn and watch the show! |
| VIEW RECORDING | |
| Oct. 27 | $5k FOR 10 YEARS = $1m of LTC at age 80 An interesting approach to funding LTC with a hybrid product. |
| VIEW RECORDING | |
| Oct. 20 | Website Tour www.tools.advisornetinsurance.com has significant tools at your disposal. Take a quick tour. |
| VIEW RECORDING | |
| Oct. 13 | Tough Case Underwriting We have 3 staff underwriters available to help you with your tough cases. Meet one of them and learn about the process. |
| VIEW RECORDING | |
| Oct. 6 | Principal Buy-Sell Analysis Principal offers a tremendous service to evaluate a buy-sell agreement, do a business valuation and make recommendations. Learn about it and give it a try. |
| VIEW RECORDING | |
| Sept. 29 | Advanced Strategy Support ANI has significant resources to assist you in the Business, Estate and Executive Benefit arena. Learn about how we can help you. |
| VIEW RECORDING | |
| Sept. 22 | New Indexed UL Illustration Rules The industry has mandated (AG 49) how high the illustrated rate and negative loan spread can be on IUL illustrations. Learn about the new rules. |
| VIEW RECORDING | |
| July 21st | Field Underwriting How to properly quote clients using the tools and resources offered by AdvisorNet (xrae). |
| VIEW RECORDING | |
| July 14th | Marketing to Baby Boomers During this 10 minute talk we will identify the top 3 concerns of the Baby Boomer, how to address their needs with our unique products and riders and how to market to them. |
| VIEW RECORDING | |
| July 7th | Worksite LTC Marketing Learn about this simplified issue program with Uni-sex pricing and a 5% discount. For women, that could be a 39% reduction in their premiums. |
| VIEW RECORDING | |
| June 30th | Farm & Family Planning Farm and ranch families have unique needs when it comes to finances, insurance and estate planning. During our 10 minute session we will go over how Protective can help with a unique planning program geared towards Farmers and Ranchers. |
| VIEW RECORDING | |
| June 23rd | My Business is my Retirement Plan – Intent or Reality? Learn about the tools available to help your client to make it a reality. |
| VIEW RECORDING | |
| June 16th | Life Settlements Turn a policy that is no longer wanted or needed into cash for your client. The secondary market has come back strong. Learn about the parameters & the process. |
| VIEW RECORDING | |
| June 9th | Inheritance Equalization Got a business or farm and three kids, only one of whom wants to take over the business? This is how to make sure all three children are equally “compensated”. |
| VIEW RECORDING | |
| June 2nd | John Hancock’s Vitality Rider – John Hancock has come out with a very unique rider that gives you clients discounts on their premium and other gifts & incentives for being and staying active. Learn the details, this is a powerful tool! |
| VIEW RECORDING | |
| May 26th | Lincoln VUL 1 & PPR – “How to have your cake and eat it too” Lincoln Financial Group has a unique design solution allowing clients the ability to guarantee a death benefit for life, but also giving them the ability to potentially access cash value tax free without reducing the guaranteed death benefit. |
| VIEW RECORDING | |
| May 19th | Single Premium Participating Whole Life – For clients safe money where there is interest in tax deferral & if they never need it, a tax free death benefit from a Fraternal Insurance company. |
| VIEW RECORDING | |
| May 12th | Uncovering Qualified Money in Transition Join us as we discuss 3 ideas that can increase your IRA rollover business: 1.) Identify layoffs and plant closings before they happen 2.) Help married clients prepare for retirement 3.) Discuss 401(k) distribution approaches to capture rollover assets |
| VIEW RECORDING | |
| May 5 | What is a Safe Withdrawal Rate? Perhaps There is a Better Way Learn about a planning approach that puts your client in position to reduce the fear of outliving their money while leaving more for their heirs. |
| VIEW RECORDING | |
| April 21 | Blue Collar DI with Illinois Mutual – Disability Income Insurance is important for everyone one who isn’t rich to have. It’s probably more important for people in “blue collar” fields because their risks are higher. Get the latest on what this market looks like today and the products you can offer. |
| VIEW RECORDING | |
| April 14 | Supersize Your Next Life Sale Do you like the simplicity of Donor Advised Funds but don’t care for the fact that they are very limited in what types of assets they will hold? Rather than looking to more complex vehicles such as CRT’s, CLT’s or family foundations, There is a simpler approach to charitable giving with Life Insurance utilizing Donor Advised Funds. This will open your eyes. |
| VIEW RECORDING | |
| April 7 | The DI Coach – Getting Started Writing D.I. – In this session, Chris Carlson, The D.I. Coach, will cover 3 ideas that other producers have used to make between 3 and 10 disability insurance sales within 30-45 Days. The ideas are easy to implement and do not require you to be a D.I. Expert to be successful. This is a session you will not want to miss. |
| VIEW RECORDING | |
| March 31 |
Deferred Income Annuities – New Carriers Available |
| VIEW RECORDING | |
| March 24 | Annuities as an Alternative to Bonds/C.D.’s |
| VIEW RECORDING | |
| March 17 |
Client Workshop available – Social Security Planning |
| VIEW RECORDING | |
| March 10 |
Accelerated Underwriting – No exam, specimens or APS’s |
| VIEW RECORDING | |
| March 3 |
AIG Optionality Rider – This is Revolutionary! |
| VIEW RECORDING | |
| February 24 | Know the Law – get introduced to a great resource that tells you the Estate and Income Tax laws in each State. Your clients will have no idea how you got so smart! |
| No recording available, please contact Joe Larkin with questions. | |
| February 17 | A New Look at FIA’s with income riders, not anything like they used to be. |
| VIEW RECORDING | |
| February 10 | Concierge Service – Learn how we can make Life, DI, LTC & Annuity Design & Implementation really easy for you and your staff. |
| VIEW RECORDING | |
| February 3 | Participating Whole Life – Why so popular, who are the carriers we have for you? |
| VIEW RECORDING | |
| January 27 | LTC Annuity/Life Hybrids- What’s the latest. |
| VIEW RECORDING | |
| January 20 | Drop tickets/e-delivery – Submit a life insurance application request in 5-10 minutes, deliver the policy electronically. Save time, paper & hassle. |
| VIEW RECORDING | |
| January 13 | Deferred income annuities – now allowed in IRA’s, give clients peace of mind about outliving their assets and reduce RMD’s. |
| VIEW RECORDING |