Humana DSNP Bootcamp 2021

Join this session to gain an in-depth look into Extra Help, Medicaid, and learn why and how to position Humana’s DSNP in North Carolina.

American National: Roth 401(k)

Business Owners are looking for deductions today and tax-free income at retirement. Is that possible? YES! Join American National as we talk about the Modern 401(k) Plan. Learn how you can help your business owner clients save on taxes now and achieve some tax-free income at retirement by utilizing Roth contributions inside a 401(k) plan. […]

Transamerica: Advanced Markets

Many clients expect their financial professionals to take a holistic approach to empower them to meet their goals. Tax time presents a great opportunity for a 1040 review to help clients better understand their tax situation and help yourself uncover protection gaps and opportunities for tax diversification. Because things can change, it is also a […]

Mutual of Omaha: The Plan N Solution

Why all the buzz about Plan N? Why are more and more people choosing it to supplement their Original Medicare benefits? What makes it our fastest growing Med Supp plan? Sales Director Kristi Meyers will answer these questions and show you why cost-saving Plan N can be a good solution for your Medicare-age clients - […]

American National: Life Insurance Sales Ideas

Learn how to grow your closely held business practice with Business Life Insurance Sales Ideas. With Buy-Sell, Key Man and Executive Bonus there are many ways to help a small business grow while rewarding key executives. Learn some of the simple ideas that can be used to help your clients, grow your knowledge of closely […]