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March 2019
MSI Non-Qual Deferred Comp – tax-favored exit strategies
Management Services International (MSI) presents Non-Qualified Deferred Compensation Plans with tax-favored exit strategies Valuable information for all; CPAs earn 1 CPE (no charge) Lunch sponsored by Ohio National Date: Wed, March 20th Time: 11:30a to 1:00p RSVP: Melinda@gpagency.com Location: GPAgency, 3820 Merton Dr., Ste 100, Raleigh Course Instructor: Jeremy Colombik, CPA Click HERE to learn more about Jeremy. Management Services International (MSI) -www.themsicorp.com
Find out more »Understanding Ch-ch-changes in LTC Coverage – Greensboro
Presented by GPAgency's Director of LTC Planning Solutions, Marshall Clement, CLTC, LTCP In this workshop my goal is that every attendee leave with a good understanding of all of the many viable solutions to the extended care risk. I will cover the changes in our industry and we will also drill down on one specific product, National Guardian Life’s (NGL) EssentialLTC. NGL is a unique product and for good reason has gotten a lot of traction in the marketplace. Some…
Find out more »Understanding Ch-ch-changes in LTC Coverage – Raleigh
Presented by GPAgency's Director of LTC Planning Solutions, Marshall Clement, CLTC, LTCP In this workshop my goal is that every attendee leave with a good understanding of all of the many viable solutions to the extended care risk. I will cover the changes in our industry and we will also drill down on one specific product, National Guardian Life’s (NGL) EssentialLTC. NGL is a unique product and for good reason has gotten a lot of traction in the marketplace. Some…
Find out more »April 2019
Secure Care Webinar
Michael Sweazy, our Securian rep, will go over their hybrid Life-LTC cash plan ‘Secure-Care.’ Secure-Care is a pure cash indemnity product. It is structured in a way that a good portion of the premium can be deducted if funded thru a business. Michael will go over that and the other features of the product in the webinar. Please RSVP melinda@gpagency.com so a meeting link can be sent to you.
Find out more »GPAgency & MassMutual Lunch & Earn CE (2)
GPAgency & MassMutual presents Lunch & Earn Earn 2 CE Credits : State Ins, CPE & CFP No charge & lunch provided! Date: Wed, April 17th Time: 11:30a to 1:30p RSVP: Melinda@gpagency.com Location: GPAgency, 3820 Merton Dr., Raleigh, NC 27609 > 11:30a - 11:30p Life Insurance: Introduction to Permanent Products (2 CEs), Instructor: Chris Carrigan, GPAgency Keep watch for additional CE programs for May, September, October, and November.
Find out more »Lincoln’s New IUL Product & LTC Strategies
Presenter: Mike Hamilton, Regional Marketing Director. Details to come.
Find out more »May 2019
GPAgency & MassMutual Lunch & Earn CE (2)
GPAgency & MassMutual presents Lunch & Earn Earn 2 CE Credits: State Ins, CPE & CFP No charge & lunch provided! Date: Wed, May 15th Time: 11:30a to 1:30p RSVP: Melinda@gpagency.com Location: MassMutual, 4000 Westchase Blvd., Suite 400, Raleigh > 11:30a - 12:30p Introduction to Business Insurance (1 CE), Instructor : Matthew Schade, MassMutual > 12:30p - 1:30p Disability Income: Buy-Sell Agreement & Funding (1 CE), Instructor: Chris Carrigan, GPAgency Keep watch for additional CE programs for September, October, and November.
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