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What’s Selling and Emerging Trends Webinar, June 24, 2014
We held a successful webinar today with loads of valuable information regarding income tax management strategies for all your clients including:
- traditional needs clients
- high income clients
- affluent ($2M+) clients
- high net worth ($10M+) clients
If you were able to attend, thank you! If you were unable to attend and would like to access a copy of the presentation please click here. If you need additional information or have any questions or comments do not hesitate to contact anyone on our team.
Call us today for help with marketing, sales strategy, case design, underwriting, delivery, and post-sale service!
Webinar: What’s Selling and Emerging Trends
Please join us for an exclusive webinar with Michael J. Walker, CLU, ChFC, a top executive from John Hancock, discussing the hottest emerging trends in Estate Planning. Get ahead of your competition, create new opportunities and increase your profitability! Topics to be covered include:
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Estate planning is income tax planning
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Preserving a step-up in basis may become more important
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Zero-gift techniques to preserve gift exemptions
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Consider the impact of the net investment and distribution (applicable to trusts) strategies
Options for Planning: A Smarter Alternative to Traditional Long-Term Care
We had a webinar on May 20, 2014 discussing Lincoln’s MoneyGuard II Product. It was well received by everyone who attended. This product provides tax-advantaged reimbursements for qualified long-term care expenses, offers benefits even if clients never need long-term care, features premiums that never increase, and has no elimination period, once eligible for benefits. If you missed this informative webinar you can download the power point presentation here.
MoneyGuard II Webinar
MoneyGuard II Overview & Long Term Care Planning
– The Financial Challenges
– Options for Planning
– Planning Flexibility
– Prospective Clients
Topic: MoneyGuard II Webinar
Date: Tuesday, May 20, 2014
Time: 3:00 pm, Eastern Daylight Time (New York, GMT-04:00)
Meeting Number: 749 334 479
Meeting Password: (This meeting does not require a password.)
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To join the online meeting (Now from mobile devices!)
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1. Go to https://lincolnfinancial.webex.com/lincolnfinancial/j.php?ED=253999597&UID=1740891352&RT=MiMxMQ%3D%3D
2. If requested, enter your name and email address.
3. If a password is required, enter the meeting password: (This meeting does not require a password.)
4. Click “Join”.
To view in other time zones or languages, please click the link:
https://lincolnfinancial.webex.com/lincolnfinancial/j.php?ED=253999597&UID=1740891352&ORT=MiMxMQ%3D%3D
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To join the teleconference only
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Provide your phone number when you join the meeting to receive a call back. Alternatively, you can call:
Call-in toll-free number: 1-8887643633 (US)
Call-in number: 1-7167944644 (US)
Show global numbers: https://www.tcconline.com/offSite/OffSiteController.jpf?cc=8101099
Conference Code: 810 109 9
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For assistance
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1. Go to https://lincolnfinancial.webex.com/lincolnfinancial/mc
2. On the left navigation bar, click “Support”.
You can contact me at:
jeremy.sawvel@lfd.com
To add this meeting to your calendar program (for example Microsoft Outlook), click this link:
https://lincolnfinancial.webex.com/lincolnfinancial/j.php?MTID=m4dca33c63f2f286c7eb7773e30b983d8
The playback of UCF (Universal Communications Format) rich media files requires appropriate players. To view this type of rich media files in the meeting, please check whether you have the players installed on your computer by going to https://lincolnfinancial.webex.com/lincolnfinancial/systemdiagnosis.php.
CCP:+17167944644×8101099#
IMPORTANT NOTICE: This WebEx service includes a feature that allows audio and any documents and other materials exchanged or viewed during the session to be recorded. By joining this session, you automatically consent to such recordings. If you do not consent to the recording, discuss your concerns with the meeting host prior to the start of the recording or do not join the session. Please note that any such recordings may be subject to discovery in the event of litigation.
You’re Mother was right. You need to say Thank You!
The holidays may be over, but that’s no reason to stop being thankful. Giving thanks shows those surrounding your business how much you really value them.
Announcing LifeSecure’s LTC II with Shareability Option!
Check out the LifeSecure’s brand new product. There is a lot of opportunity in the marketplace for distribution with simplified issue in group setting
Roll-out PPT for LTC 2 0 – Multi-life Rules
LifeSecure_OMII_LTC_MultilifeOverview
LifeSecure_OMII_LTC_MultilifeAgentHandbook
Comp Advantages HAND OUT – LS II w-shareability (01-29-14 RW)s.