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Life & Health Webcasts

The following upcoming webcast courses offer L&H CE hours with NO TEST or PROCTOR required.

 

Estate Planning Techniques: Gifts, Trusts & Life Insurance, 2 hrs. L&H
This two-hour webcast focuses on the various areas of estate planning including wills, trusts and reducing estate taxes. Proper issuance of life insurance (ownership, beneficiary, etc.) is also discussed.

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Innovations in Long Term Care Funding with Life Insurance, 3 hrs. L&H
This program will review the family dilemma faced by so many – the long-term care, and associated financial and emotional issues needed by a person when they encounter a serious medical issue. 

The cost, advantages and potential problems concerning the three options for care (personal residence, Assisted Care Living facility or Skilled Nursing Facility) will be reviewed as well as recent innovations that have emerged in the last 5 years (or so) regarding Living Benefits Riders (or policy provisions) that allow certain insurance contracts to provided advances against the death benefit to fund for the Long-Term Care dilemma.

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Long Term Care Insurance, 2 hrs. L&H
The primary concerns of someone facing a long-term care dilemma are how much will it cost to provide, the best facility to use and how will we pay for it? This program explores the three options: 1) be rich and self-insure; 2) be poor and let the government handle it 3) be insured and control the options and expenses yourself. 

This program will review the rules, requirements and problems associated with "the government" paying for such care. Also discussed are the advantages, coverage options, riders, current trends, tax rules, underwriting criteria and potential cost of a long term care insurance policy paying for the needed care.

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Retirement Planning and Annuities, 2 hrs. L&H
This course reviews the advantages and disadvantages of various retirement planning vehicles and concepts.
 
It includes both qualified and non-qualified plans including: IRAs, ROTH, 401k, SIMPLE, SEP, Life insurance, annuities, stocks/bonds and Social Security.
 
The session concludes with a review of annuities: features, tax rules, distribution options and general contract provisions.

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Top 5 Life Insurance Uses, 2 hrs. L&H
This course examines five uses for life insurance for an agent to discuss with both personal- and commercial-lines prospects. The discussion also includes the advantages of life insurance.

  1. Creating an Estate
  2. Paying off the Mortgage
  3. Insuring the Key Person
  4. Funding the Buy-sell Agreement
  5. Providing Tax-Free Retirement Plan for loved ones

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