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July 2019

Broaden Your Market with Tax Advantaged LTC Annuities (Webinar)

July 16 @ 11:00 am - 12:00 pm

OneAmerica Webinar Presenter: Jeremy Veryser, OneAmerica National Sales Director – Care Solutions Think about your clients with annuities. Will they depend on their annuity(ies) for retirement income? If not, they could move all or some of their money from tax-deferred to tax-free to pay for long-term care expenses. Who doesn’t like the sound of that? Many Advisors have found that this solution helps broaden their potential market. It can be issued on clients through age 85 with health issues -- individuals…

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Lunch Program: Understanding the Captive Insurance Model

July 30 @ 11:30 am - 1:00 pm
GPAgency, 3820 Merton Dr., Suite 100
Raleigh, NC 27609 United States
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Insurance agents, financial advisors, CPAs... The formation of captive insurance entity offers high-net worth business owners and professionals a customized vehicle to self-insure. When created correctly, a captive entity is a powerful insurance strategy to decrease taxes, build wealth, and protect against business risks (including specialized risks often overlooked by commercial insurers). Learn more about setting up a successful captive entity, including the financial benefits and how to identify potential clients. CPAs earn 1 CPE. Hosted by GPAgency. Course Instructor:…

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August 2019

Nationwide: No-Lapse Guarantee SUL+ LTC Rider

August 7 @ 10:00 am - 11:00 am
GPAgency, 3820 Merton Dr., Suite 100
Raleigh, NC 27609 United States
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Benefits of the LTC rider available on Nationwide YourLife® No-Lapse Guarantee SUL II. Presenter: William Sloan, Nationwide sales rep.  

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