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10 events found.

Events

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  • November 2022

  • Thu 17

    Funding LTC Solutions with Qualified Funds & Annuities

    November 17, 2022 @ 11:00 am

    November is Long-Term Care Insurance Awareness Month. Did you know that OneAmerica offers a way for your clients to fund their LTC insurance with qualified funds, such as IRAs and […]

  • Tue 29

    SecureCare III’s Tax Advantages

    November 29, 2022 @ 2:00 pm - 3:00 pm

    Join this Securian training and learn: - What small business owners stand to gain from SecureCare III’s premium structure - How to use a health savings account to help fund […]

  • December 2022

  • Wed 14

    Help Clients Avoid the LTC Insurance Tax

    December 14, 2022 @ 11:00 am

    Help Clients Avoid the LTC Insurance Tax Thirteen states, including California, New York, Pennsylvania, Illinois, Michigan, and Minnesota, are considering following Washington's lead in taxing those who do not own […]

  • January 2023

  • Tue 17
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    Goldman Sachs 2023 US Economic Outlook: Approaching a Soft Landing

    January 17, 2023 @ 11:00 am

    The key macroeconomic question of the year has been whether inflationary overheating can be reversed without a recession. Goldman’s analysis suggests that the answer is yes—an extended period of below-potential […]

  • Tue 24

    5 Secrets to Success from Our Top Kai-Zen Salesperson

    January 24, 2023 @ 11:00 am

    Hear which best practices have enabled InSource CEO Deck McCormick to find repeat success selling life insurance through NIW's Kai-Zen program. Kai-Zen provides an opportunity to combine leverage with a […]

  • February 2023

  • Tue 14

    Create a Comfort Zone with Protected Income

    February 14, 2023 @ 11:00 am

    In 2022, many clients' portfolios experienced significant losses, while inflation drove up the cost of living. Help your clients mitigate risk in retirement by creating a stream of protected income […]

  • Tue 21

    Sharing Success: PruDesigns Basic Estate Tax Calculator

    February 21, 2023 @ 2:00 pm - 2:15 pm

    Join us for Prudential's 10-Minute Mondays, presenting 10-minute overviews on an idea designed to add life to your practice. During the session, we’ll review the core components of the strategy, […]

  • Wed 22

    Standard ECI: Growth Potential with Less Exposure to Market Fluctuations

    February 22, 2023 @ 11:00 am

    Join us for an overview of The Standard's new Enhanced Choice Index (ECI) annuity, presented by Ryan Lange, Senior Director of Multi-Asset Strategies at S&P Global, and Rob Hershinow, Key […]

  • March 2023

  • Mon 6

    Complete the Dream

    March 6, 2023 @ 2:00 pm - 2:15 pm

    Join us for Prudential's 10-Minute Mondays, presenting 10-minute overviews on an idea designed to add life to your practice. During the session, we’ll review the core components of the strategy, […]

  • Thu 9

    How to Overcome LTC Objections

    March 9, 2023 @ 11:00 am

    Although critical to the financial planning process, proposing long-term care insurance to your clients may be met with various objections. Learn some of the most common objections—and how to overcome […]

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Securities are offered through Barnabas Capital, LLC, a registered broker-dealer, and member of FINRA/SIPC.  Insurance services are provided through InSource, Inc., which is not a member of FINRA/SIPC. Neither Barnabas Capital, LLC or InSource, Inc. provide legal or tax advice.

 

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8275 Allison Pointe Trail, Suite 110
Indianapolis, IN 46250
Phone: 888-652-1473
Email: bdteam@figmarketing.com

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