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January 2019

Imperial Training CE: Mandatory Ethics – 4 hrs (Jan – Mar)

January 8, 2019 @ 8:30 am - 12:15 pm
$50

Mandatory Ethics - 4 hours (Tuesday, 8:30  am - 12:15 pm) The role of ethics – success via professionalism Consumer protection within our industry State regulation of insurance Regulating insurance trade practices Ethical decision making – doing the right thing Raleigh: Jan 8 Asheville: Jan 15 Greenville: Jan 22 Concord: Feb 5 Fayetteville: Feb 12 Hickory: Feb 19 Rocky Mount: Mar 5 Charlotte: Mar 12 Greensboro: Mar 26

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Imperial Training CE: LTC Partnership Update – 4 hrs (Jan – Mar)

January 8, 2019 @ 1:15 pm - 5:00 pm
$50

LTC Partnership Update - 4 hours (Tuesday, 1:15 pm - 5:00 pm) Defining Long-Term Care LTC risks, statistics & consumer denial Policy provisions and benefits, tax-qualified vs. non-tax qualified Benefit periods, inflation, optional benefits, exclusions History, consumer protection, underwriting, suitability & claims Alternative financing options LTC needs & objectives NC partnership, OMBRA, DRA, benefits, features Raleigh: Jan 8 Asheville: Jan 15 Greenville: Jan 22 Concord: Feb 5 Fayetteville: Feb 12 Hickory: Feb 19 Rocky Mount: Mar 5 Charlotte: Mar 12…

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Imperial Training CE: Personal Needs Analysis- 4 hrs (Jan – Mar)

January 9, 2019 @ 8:30 am - 12:15 pm
$50

Personal Needs Analysis - 4 hours (Wednesday, 8:30 am - 12:15 pm) Needs analysis Need for cash Need for income Income periods Other needs Setting the stage/process Forms needed Meeting the need Presenting the solution Raleigh: Jan 9 Asheville: Jan 16 Greenville: Jan 23 Concord: Feb 6 Fayetteville: Feb 13 Hickory: Feb 20 Rocky Mount: Mar 6 Charlotte: Mar 13 Greensboro: Mar 27  

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Imperial Training CE: Understanding Fixed Indexed Annuities – 4 hrs (Jan – Mar)

January 9, 2019 @ 1:15 pm - 5:00 pm
$50

Imperial Training CE: Understanding Fixed Indexed Annuities - 4 hours (Tuesday, 1:15 pm - 5:00 pm) Introduction & review Indexing Sample application Annuity suitability Features, benefits, & performance Annuity crediting Typical lifetime income Replacement Buyer’s guide Sample single premium opportunities Raleigh: Jan 9 Asheville: Jan 16 Greenville: Jan 23 Concord: Feb 6 Fayetteville: Feb 13 Hickory: Feb 20 Rocky Mount: Mar 6 Charlotte: Mar 13 Greensboro: Mar 27

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Imperial Training CE: Business Basics – 6 hrs (Jan – Mar)

January 10, 2019 @ 8:30 am - 3:00 pm
$75

Imperial Training CE: Business Basics - 6 hrs (Thursday, 8:30 am - 3:00 pm) Introduction Types of businesses The Big Problem Sole proprietorships Partnerships Closely-held corporations Financial statements Key employee Split-dollar concepts Executive bonus Matching products to business needs Raleigh: Jan 10 Asheville: Jan 17 Greenville: Jan 24 Concord: Feb 7 Fayetteville: Feb 14 Hickory: Feb 21 Rocky Mount: Mar 7 Charlotte: Mar 14 Greensboro: Mar 28

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Imperial Training CE: Disability Income, The Forgotten Coverage – 2 hrs (Jan – Mar)

January 10, 2019 @ 3:10 pm - 5:00 pm
$25

Imperial Training CE: Disability Income, The Forgotten Coverage - 2 hrs (Thursday, 3:10 pm - 5:00 pm) Risks & the ability to work Meeting the cost of disability Providing disability income Gathering the facts Types of disability policies Disability income in the business market Raleigh: Jan 10 Asheville: Jan 17 Greenville: Jan 24 Concord: Feb 7 Fayetteville: Feb 14 Hickory: Feb 21 Rocky Mount: Mar 7 Charlotte: Mar 14 Greensboro: Mar 28

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Penn Mutual Lunch & Learn

January 16, 2019 @ 12:00 pm - 1:30 pm
GPAgency, 3820 Merton Dr., Suite 100
Raleigh, NC 27609 United States
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James Benfield, Regional Marketing Director for PennMutual: An overview of Penn Mutual’s ACE Program (accelerated client experience), which seamlessly digitizes the buying process from beginning to end. The accelerated experience is available for its top-selling fixed individual life insurance products up to $2.5 million for standard or better risk classes and ages 20-65. Additionally, he will address multi-generational plans, i.e. https://blog.pennmutual.com/securing-financial-health-grandchildren-multi-generational-life-insurance/, and DRIS (diversified retirement income sources), i.e. https://www.youtube.com/watch?v=uId6jhZFy2A#action=share. To attend, please RSVP: melinda@gpagency.com.

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