Learn about ethical issues in long-term care insurance. Come from 8-9 for 1 hour of CE, or 9:30-11:30 for 2 hours. Or, stay for the whole event and earn 3 hours. Please note on your registration which you'd like to select.
There is no shortage of statistics about the gap between the need for financial products and services and ownership or participation within the Gen "Y"/Gen "X", Women, Small Business Owner, and Multi-Cultural Consumer Group. The motivation for why clients want to take certain financial steps varies between groups of people. The course will talk about some demographic trends in the United States and what it may mean to your practice. Our purpose is to provide you with some general , macro-level trends on what each of these may appreciate, based on experience and research.
Understanding the DI Underwriting Process (1 hour Life/Health CE)
Learn the basics of field underwriting individual disability insurance, including the different underwriting factors that are considered - occupation, medical history, and finances. DI Underwriting can be easy and fun if you understand the basics and how to navigate the field underwriting process.
1 hour of Life/Health CE, also counts as 1 hour of CFP, CLU/ChFC, CPE, CPA CE
Wednesday, August 15, 2018
Taught by Craig Dailey, Lincoln Financial
10 Common Life Insurance Planning Mistakes
Join Craig Dailey of Lincoln Financial Group to learn about how to avoid some common life insurance planning mistakes, including how to handle naming beneficiaries, corporate ownership, and planning for when the insured and owner aren't the same.