Educational Opportunities @ Target
January 3, 2017
 
Onsite 1-hr KS/MO CE  
Section 1035 Exchanges
Tuesday, January 10th
8:00 am - 9:00 am CDT 

Question: What is a 1035 Exchange?
Answer: 1035 Exchanges move money without taxation.

Prospects who are most likely interested in 1035 & combo products include those:

- Who own 'lazy assets'; particularly large gains in non-qualified annuities or life insurance.  

- Who are not insured for long-term care insurance.  

- Who don't want to have to take RMD's (required minimum distributions).

- Who don't like 'use it or lose it' nature of long-term care insurance.

 

Presented by: Claude Thau - Director of LTCi Funding Solutions  

 

   Questions? Contact Alison Campbell at 913-403-5810 or AlisonC@targetins.com.  

This course has been approved for 1-hour KS/MO CE 
Click Here to register for Tuesday, August 9th!

Onsite
1-hr KS/MO CE  
Employer-Sponsored Disability Solutions
Tuesday, January 17th
9:00 am - 10:00 am CDT

Join George Wilkins for this intermediate level course meant for life/health producers who are familiar with the fundamental concepts of disability insurance products.

The course is designed as a tool for learning the numerous aspects of employer-sponsored disability solutions. Specifically, it addresses the role of group disability programs (short-term & long-term), as well as individual disability income (DI) products.

A series of case studies will demonstrate how these forms of insurance work together to meet specific needs of employers and employees.  

 

  Questions? Contact Farid Hanov at 913-403-5823 or FaridH@targetins.com.  

This course has been approved for 1-hour KS/MO CE 

Click Here to register for Tuesday, August 9th!
Onsite
1-hr NGL Product Training   
National Guardian Life's EssentialLTC product
Thursday, January 19th
1:30 pm - 2:30 pm CDT

Join Claude Thau as he takes you through NGL's exciting LTCi product.

With EssentialLTC, your clients can:
  • Choose between different return of premium options
  • Pay the policy as a single pay, a limited pay, or over the life of the policy
  • Choose an unlimited benefit period

 

  Questions? Contact Alison Campbell at 913-403-5810 or AlisonC@targetins.com.  

 

Click Here to register for Tuesday, August 9th!
Onsite
4 HRS KS/MO CE  
LTCi Partnership Certification Refresher Course
Tuesday, January 24th
8:00 am - 12:00 pm

 Join Claude Thau, Director of LTCi Funding Solutions, for this refresher course.

This class is FREE for brokers who have submitted business to Target Insurance Services, Inc. in the past 12 months and for their staff. The charge for all others is $40. Checks should be made payable to: Target Insurance. We will reimburse the cost of the class upon request and submission of a case within 2 months of the class date.

  Questions? Contact Alison Campbell at 913-403-5810 or AlisonC@targetins.com. 

This class has been approved for 4-hours KS/MO CE.    
Click Here to register for Tuesday, August 9th!
Onsite
2 HRS KS/MO CE  
Tuesday, February 7th
8:30 am - 10:30 am

Basics of Individual Disability Income Insurance: Covers the need for income protection, types of disability income coverage, general policy overview and underwriting basics. 1 hour.

Disability Income Insurance: Federal Tax Considerations:
This course will outline considerations you must consider regarding Federal tax issues and Individual Disability Income Insurance. 1 hour.

Presented by: Rick Cordaro, DI Regional VP for the Principal Financial Group.  

  Questions? Contact Farid Hanov at 913-403-5823 or FaridH@targetins.com. 

This course has been approved for 2-hours KS/MO, Life/Health CE.   
Click Here to register for Tuesday, August 9th!
Onsite 1 HR KS/MO CE 
Tuesday, March 14th
9:00 am - 10:00 am CDT

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", 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.

In this CE course we'll talk about some demographic trends in the U.S. and what that may mean to your practice. Our purpose is to provide you with some general, macro-level trends on what each of these groups may appreciate, based on experience and research. 

Presented by: George Wilkins, Director of Disability Income and Planning at Target Insurance Services, Inc.  

  Questions? Contact Alison Campbell at 913-403-5810 or AlisonC@targetins.com

This course has been approved for 1-hour KS/MO CE  
Click Here to register for Tuesday, August 9th!
Free 1-hour CE for HR Professionals
"How to Protect Employers & Staff from LTC Needs"



Choose 1 of 4 Wednesdays (February 1, March 1, April 5, or May 3)
at 4 pm ET (3 CT, 2 MT, 1 PT)

Click here to register for the date that works best for you!

E mployee c aregivers' p roblems are estimated to c ost U.S. employer s $13.4 billion
y early. Early intervention with a Health & Wellness approach to caregiving can help minimize the impact on employees and employers .
 
About 20% of employees self-identify as caregivers, but roughly twice as many provide care. They exercise less, sleep less and visit their doctor less.  They eat more fast and junk food, smoke more and drink more alcohol. Tired (63%) and stressed (66%), they are less productive and increase employer health and disability costs.
 
Receive 1-hour CE credit while learn ing about the impact of caregiving on health and wellness programs; how to help employees recognize caregiving challenges early; keys to minimize negative outcomes; and no-cost solutions to help solve the caregiving dilemma and protect employees' retirement dreams.
 
 
Do you want to know more about LTCi and Combo Products?

Target hosts weekly WebExes, where you can learn more about LTCi and Combo products from the convenience of your desktop or mobile device.

To join a WebEx, register in advance or click on the link above a the time of the session and call 712-432-0180 (PW: 957803#)
Looking for ONLINE Continuing Education?

Click Here to link to the Target Website and online CE options.
Target Insurance Services, Inc. | 11020 Oakmont | Overland Park KS 66210 www.targetins.com | 1-800-999-3026
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For more information about Target Education, contact:
Alison Campbell at 913-403-5810 or AlisonC@targetins.com