Educational Opportunities @ Target 040716
WebEx - "John Hancock's Captivate Program Demo"   
Monday, April 11 
3:00 - 4:00 pm CDT

1. John Hancock's improved Captivate program provides need analysis, illustration of Performance LTC (including seeing what happens under different scenarios of interest rates and claims) and an electronic application.

2. They are offering an additional 10% bonus on any Performance LTC application sold between March 1 - December 31, 2016. For more details, click here.

John Hancock team members will join Claude's monthly broker call to demonstrate how the system works, and how it makes the LTCi process easier.  
 
To join the WebEx, click Captivate Demo and call 712-432-0180 (pw: 957803#)

WebEx - "Section 1035 Exchange
(mostly with Combo Products)"
Thursday, April 14
3:00 - 4:00 pm CDT

This class was offered as CE locally, but due to the subject matter's popularity we are now offering the content as a Webex. No CE credit will be given for attending this session.

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

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


Join the Webex on Thursday, April 14 by calling 712-432-0180 and using the password 957803#.

Presented by: Claude Thau "The LTCi Guru"
913-403-5824
claudet@targetins.com

Annuity Questions? Contact Mark Perry, 913-661-5132 or markp@targetins.com 
Onsite 4 Hr KS/MO CE
Tuesday, April 19

8:00 am - 12:00 pm CDT

"Long-Term Care Insurance CE & Partnership Re-Certification"

 
Join Claude Thau for these sessions. Register now as this class will fill up quickly!

This course has been approved for 4 Hours of KS/MO, Life-Health CE.
Class Fee = $40.
 
Free to brokers who have submitted business to Target within the last 12 months, and their staff.
 
<NEW >
Onsite 1-Hr KS/MO CE 
Thursday, April 21
9:00 - 10:00 am CDT

"Retirement Planning for Tax Efficiency"
 
This session focuses on the importance of planning for retirement spending. A key challenge for top-earners is wealth protection in their retirement years. Craig will  discuss how asset selection in the accumulation phase can affect these clients during the retirement distribution phase.

"It's not how much someone has at retirement that matters...it's how much they can get out."
 
Presented by Craig Dailey, Lincoln National Life Insurance Co.
This course has been approved for 1 Hour MO/KS, Life-Health CE. 
 
Check in begins at 8:30 am. 
<NEW>
Onsite 3-Hrs KS/MO CE 
Tuesday, April 26
Wednesday, April 27  
8:30 - 11:30 am CDT

"Retirement Planning for High-Net Worth Clients"

The Pain of Required Minimum Distributions (RMDs), The Relief of Life Insurance Tax-Reduction Solutions and The Challenge of Protecting the Nest Egg for the Next Generation.
 
Join Matt McAvoy, President of Target Insurance Services, Inc. and
Jerry Bell, Counselor at Law for these sessions.

This course has been approved for 3 hours of KS/MO, Life-Health CE. Both sessions contain the same information. You may attend both sessions, but CE will be credited for a maximum of 3 hrs.


Questions? Contact Heidi Welch at 913-403-5813 or heidiw@targetins.com.   
<INVITATION>
"Business Market Solutions Master Series"   
Tuesday, May 10th
1:00 - 5:00 pm CDT (Presentations)
5:00 - 7:00 pm CDT (Appetizers and Beverages)
@Boulevard Brewery KC MO 
 

Target Insurance respectfully invites you to the Boulevard Brewery Heim room in Kansas City, MO on Tuesday, May 10th to participate in a Business Market Solutions Master Series. This meeting will provide for practical applications and open discussion as to how Principal can benefit your business.


<NEW >
Onsite Education
"Agribusiness Represents Fields of Opportunity for You!"  
Wednesday, May 25
9:00 - 10:00 am CDT 
This class does not qualify for CE.
 
Target Insurance and Principal want to partner with you to help this under-served market protect their assets and meet their long term planning goals. 
 
The class will cover a platform of solutions to meet needs such as:
Operation Transition 
Retirement Income 
Estate Planning
I
nheritance Equalization
   
Check in begins at 8:30 am. 

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 just click on the link above at the time of the session and call 712-432-0180 (PW: 957803#).

Monday, May 9 (3:00 pm CDT) - Mutual  of Omaha eApp Demo
Meeting # 597 865 905
Password: mutual
Call-in Alternative #1-888-816-4043, Conference Code 402 351 6780
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:
Gretchen Jabben at 913-661-5139 or gretchenj@targetins.com