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Date/Time
Date(s) - 07/18/2018
10:00 am - 3:00 pm
Location
Empower Brokerage Southlake Office
Categories
Host: Paul Manginelli
Guest Speakers:
Jessica Myers, National Life Group
Brad Shepard, CLTC – Regional Sales Director, OneAmerica
What You’ll Learn:
National Life Group – Life Insurance with Living Benefits
Learn about IUL / Living Benefits and important updates to increase your life sales.
OneAmerica – “Your Asset Based LTC Opportunity”- OneAmerica is the only asset-based company to provide Guaranteed Death Benefits and Cash Value, patented Joint Life benefits for couples and Lifetime/Unlimited LTC benefits.
- Learn Sales Ideas and Positioning statements to lead to better conversations with clients that make the sale simple.
- Funding solutions available for Asset Based LTC – Lump sum cash, Recurring (annual) premiums, Qualified Money and cash value in Life or Annuities via 1035 exchange.
- How to re-position a taxable deferred annuity to make it tax-free if used/distributed for LTC services by implementing the laws within the Pension Protection Act of 2006.
Wednesday, July 18th 10am