Educational Opportunities @ Target
April 12, 2018
 
 
<Next Week ON-SITE>
4-hour LTCi Partnership Refresher Course  
  
Earn 4 hours of CE  
Tuesday, April 17th  
 
  8:00 am-12:00 pm
Taught by Claude Thau  
 

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 two months of the class date.
 
 
 Questions? Contact Alison Campbell at 913-403-5810 or AlisonC@targetins.com

 
Click Here to register for Tuesday, August 9th!
 
<COMING UP ON-SITE >
Ethics in Demographics Trends (1-hr ethics CE) &
How to Have the DI Conversation (1-hr life/health CE)
        
Tuesday, March 1, 2018
8:30-10:30 am
Taught by: George Wilkins

"Ethics in Demographic Trends" 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.

"How to Have the DI Conversation" will review "the need", "affordability and value", supplementing other insurance, and the right amount of coverage.  We will explore those best occupations whom you can begin having "the income replacement" conversation. 
 
   Questions? Contact Alison Campbell at 913-403-5810 or AlisonC@targetins.com. 

 
Click Here to register for Tuesday, August 9th!
 
<COMING UP ON-SITE>
Estate Planning Challenges and Proven Solutions 
  

Earn 2 hours of CE  
   Tuesday, May 8th or Thursday, May 10th, 2018 
  8:30 am-10:30 am
Taught by Jerry Bell 
 

This CE session will focus on common challenges encountered with clients when completing their estate planning, and will review ways to solve these challenges with the client.   
 
 
 Questions? Contact Heidi Welch at 913-403-5813 or HeidiW@targetins.com . 

 
Click Here to register for Tuesday, August 9th!
Click Here to register for Tuesday, August 9th!
 
<COMING UP ON-SITE>
Repositioning Idle Assets though a 1035 Exchange to Help Cover the Cost of LTC   
 
Earn 1 hour of CE  
Tuesday, May 15, 2018 
  9:00 am-10:00 am
Taught by Claude Thau 
 
 
Answer: 1035 Exchanges move money without taxation.
Question: What is a 1035 Exchange?

 
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 RMD's (Required Minimum Distribution

4. Don't like 'use it or lose it' nature of Long-Term Care Insurance

... the above can apply, even in NOT in good health.
 
 
Questions? Contact Alison Campbell at 913-403-5810 or AlisonC@targetins.com
 
 
Click Here to register for Tuesday, August 9th!
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
See what's happening on our social sites:
For more information about Target Education, contact:
Alison Campbell at 913-403-5810 or AlisonC@targetins.com