SPDA Product Training with Case Design
Join us as we review a few of our top-selling single premium fixed indexed annuities. We will discuss their unique features, various client profiles, and illustration...
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PFA
New Juvenile Life Insurance Underwriting: Emerging Trends and Future Directions
The juvenile guideline was updated! Join us to learn more specifics. Case study examples will be shared to enhance discussion and questions as well as go...
(Advanced) Nonqualified Plans with Life Insurance: A Better Way to Recruit and Retain
The push to find and retain top talent continues to be a primary objective amongst business owners in this competitive environment. Find out how non-qualified plans...
(Advanced) Illustration Training – Unlocking the Power of IUL
Whether you're new to IULs or looking to deepen your understanding, this webinar is designed to provide valuable insights and practical guidance to help you make...
(Advanced) Qualified Plans with Life Insurance: Give the owners what they want, bigger tax deductions
Defined Benefit Plans offer the highest ceiling for retirement plan contributions and thus provide the largest tax savings opportunity for business owners. In this session, it...
(Basic) LLD Illustration Case Design Mandarin
Learn how to design your case illustrations. How do you re-illustrate when your client isn't offered what you originally quoted? Learn how to change the illustration...
(Basic) Cracking the Code: SEP & SIMPLE IRAs
Both SEP IRA and SIMPLE IRA are retirement plans for small businesses – but they work differently. Join us as we uncover the two types of...
Advanced: How to Fund Living Life Defender with Just One Lump Sum – Mandarin
Do you come across scenarios where client want to dump a one time lump sum only for insurance premium? We have solutions to you either through...
(Basic) Unlocking Success: Strategies for Newer Agents to Excel in Selling Life Insurance
In this dynamic webinar, we delve into the strategies and insights that can elevate agents' success in the competitive world of selling life insurance. From mastering...
Basic Living Life Defender Illustration Case Design (Mandarin)
Learn how to design your case illustrations. How do you re-illustrate when your client isn't offered what you originally quoted? Learn how to change the illustration...