Educational Opportunities @ Target
March 29, 2017
2 HRS CE with Jerry Bell    
Thursday, March 30th
8:30 am - 10:30 am

Asset protection planning is about protecting your assets from creditors or other predators, BUT it's not just for the super-wealthy. Asset protection can also be about protecting your assets against the high cost of long-term care, or protecting your assets against loss when you pass away. We are exposed, in many ways, to ongoing risks of losing our assets.

Asset protection is usually provided in layers, starting with basic asset protection and extending up through more sophisticated forms of asset protection.

Before you think "This doesn't apply to me," we encourage you to join Jerry Bell and find out more about why it might. 

  Questions? Contact Heidi Welch at 913-403-5813 or

This course has been approved for 2-hours KS Life/Health CE. MO CE pending approval.  
Click Here to register for Tuesday, August 9th!
2 HRS CE with Rick Cordardo  
Tuesday, April 4th
8:30 am - 10:30 am

Rick will teach 2 courses, each worth 1 hour of CE.

IDI Solutions for Highly Compensated and Business Owners: This course will educate the producer on the benefits of salary continuation and executive bonus programs. With this knowledge, the producer will be able to assist their employer clients in designing effective programs.

Trends in the Disability Income Insurance Market: The objective of this course is to learn more about the individual disability insurance industry and market trends that are currently happening today. It will help give the producer background into how the industry has evolved in the last 10-20 years.

  Questions? Contact Farid Hanov at 913-403-5823 or

This course has been approved for 1-2-hours KS/MO CE  
Click Here to register for Tuesday, August 9th!
Onsite - 4 HR CE 
LTCi Partnership Refresher Course  
Tuesday, April 18th
8:00 am - 12:00 pm

This class is FREE to 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 two months of the class date.

Presented by: Claude Thau

  Questions? Contact Alison Campbell at 913-403-5810 or

This course has been approved for 4-hours KS/MO CE  
Click Here to register for Tuesday, August 9th!
Onsite - Lunch & Learn 
Asset-Based LTCi Sales Ideas 
Shawn Britt, CLU, CLTC 
Director, Long-term Care Initiatives, Nationwide    
Wednesday, April 19th
12:00 pm - 1:00 pm CDT
Come learn about the suite of cash indemnity LTC solutions from Nationwide and how you can implement these products in various client scenarios. Topics of discussion will include:
  • Tips for opening a long-term care conversation with clients
  • 3 cash indemnity LTC solutions for Nationwide for customizing a client's LTC strategy
  • Where to look for funds your client can use to purchase LTC coverage
  • 8 sales ideas using various Nationwide LTC solutions, including:
    • dealing with the challenge of an uninsurable spouse
    • using survivorship life with LTC rider paring an adult child with a parent


  Questions? Contact Alison Campbell at 913-403-5810 or
This course is not approved for CE.  
Click Here to register for Tuesday, August 9th!
Onsite - 1 HR KS/MO CE
Section 1035 Exchange  
Tuesday, May 16th
10:30 am - 11:30 am CDT
Question: What is a 1035 Exchange?
Answer: 1035 Exchanges move money without taxation.

Prospects who are most likely to be interested in 1035 & combo products...
1. Own "lazy assets"; particularly large gains in non-qualified annuities or life insurance
2.  Not insured for long-term care insurance
3. Don't want to have to take RMDs (required minimum distributions)
4. Don't like "use it or lose it" nature of long-term care insurance

... the above can apply, even in NOT good health.

Presented by: Claude Thau

  Questions? Contact Alison Campbell at 913-403-5810 or

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 (April 5, May 3, June 7 or July 12)
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 | 1-800-999-3026
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For more information about Target Education, contact:
Alison Campbell at 913-403-5810 or