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February 2020

Lincoln Annuity Workshop (GPAgency)

February 27 @ 9:30 am - 11:00 am
GPAgency, 3820 Merton Dr., Suite 100
Raleigh, NC 27609 United States
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Free

Matthew Wunderlich, Lincoln's regional fixed annuity rep., will provide training on the following products: Optiblend, new Fidelity option, Income Edge 2, and I4Life. Additionally, Angela Mcilvain, CLTC, GPAgency partner, and Matthew will answer any general questions you may have about fixed annuities. RSVP to Melinda@gpagency.com

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Captive Insurance Updates & Operations Webinar

February 27 @ 12:00 pm - 1:00 pm
webinar

Captive Insurance Updates & Operations Thursday, February 27, 2020 12:00 noon to 1:00 pm (EST) Presented by: Jeremy Colombik, CPA, Management Services International CPAs earn 1 CPE credit hour for attending and CFPs earn 1 CE credit hour for attending Limited Space Available. To register, send email to: john@themsicorp.com

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March 2020

Nationwide Lunch Program – Broad Opportunities for Care Matters II (GPAgency)

March 4 @ 12:00 pm - 1:30 pm
GPAgency, 3820 Merton Dr., Suite 100
Raleigh, NC 27609 United States
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Broad Opportunities for Care Matters II The shifting LTC marketplace CareMatters II update CareMatters II tax advantages for individuals CareMatters II tax advantages for business situations Sales ideas Presenter: William Sloan, CLU, Business Development, VP RSVP: Melinda@gpagency.com

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OneAmerica Webinar: LTC planning for clients ages 70-85

March 5 @ 2:00 pm - 2:20 pm

Jeremy Veryser Regional Sales Director – Care Solutions Individual Life & Financial Services   LTC Planning for Clients ages 70-85 Join us for a webinar on Mar 05, 2020, at 2:00 PM EST. Register now! When it comes to LTC planning, the industry has driven advisors to focus on healthy clients in their 40's & 50's. However, with Annuity Based LTC solutions, the target market is actually geared towards an older demographic, specifically clients ages 70-85. This demographic tends to…

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Equitable Lunch Program: New Name, Same Commitment & Strength (GPAgency)

March 11 @ 11:00 am - 1:00 pm

Stu Chumney, CLU®, ChFC®, Equitable, Regional Vice President This lunch program will cover: - AXA's name change to Equitable - Sales ideas and concepts - Strong financials - Responsibly aggressive underwriting - IUL Guarantee’s - LTC Rider - Conversion Credits RSVP to Melinda@gpagency.com

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Sagicor’s WealthCare Lunch Program (GPAgency)

March 25 @ 12:00 pm - 1:00 pm
GPAgency, 3820 Merton Dr., Suite 100
Raleigh, NC 27609 United States
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Scott Barnes | Sagicor's Regional Sales Manager will be presenting this program. One solution that can meet the changing needs of retirees Retirement could last 20 or more years, and over time, your clients’ needs evolve. So, as you help clients plan for the future, consider solutions that can benefit them now and years from now. Sagicor’s WealthCare Indexed Single Premium Universal Life can be an ideal solution Help your clients feel confident about their retirement with one policy that…

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