VA Aid and Attendance – Who, What, When, and How
May 14, 2018
Family Businesses: Options for Growth, Succession, and Exit
June 8, 2018
Alternative Insurance Trends – What You Can’t Afford to Lose
$25.00
Review the newest insurance products that can protect you and your family’s future. Topics include personal and professional cyber threats, terrorism, and how to personally protect yourself if you sit on multiple boards of directors. This discussion will address the fine line between professional and personal coverage needs.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Mindy Cagan-Joslin
Review the newest insurance products that can protect you and your family’s future. Topics include personal and professional cyber threats, terrorism, and how to personally protect yourself if you sit on multiple boards of directors. This discussion will address the fine line between professional and personal coverage needs.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Mindy Cagan-Joslin
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Insurance Bootcamp Fast Start Workshop
$25.00From dead stop to cruising speed – how to learn everything you need to insure your book in under 1 hour! During this fast-paced information-packed session Trey and Steve will help you gain an understanding of key and advanced insurance concepts and how to spot the opportunities as well as the confidence to effectively communicate these concepts with your clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Trey Fairman, J.D., LL.M. and Stephen J. Mancini, Esq.
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Savvy Social Security Planning: What CPAs, Attorneys, and Other Professionals Need to Know About Social Security Claiming Strategies
$25.00Discussion topics include: Fundamental changes to the Social Security system enacted by Congress in early 2016 and how to maximize lifetime benefits. Navigating the complex World of Social Security and the various questions you will face from clients on the earnings test, actuarial reduction, delayed retirement credits, full retirement age, primary insurance amount, survivor benefits, and income optimization.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Daniel Morilak
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P&C Contracts – Have You Read the Fine Print?
$25.00Most people do not consider the importance of truly understanding your property and casualty insurance coverage. When it comes to protecting your client’s assets and providing a comprehensive financial plan, it is absolutely imperative to have a conversation about things like home extended liability, landlord liability, identity theft, water damage, and umbrella policies. Join Lauren and Mark as they share some simple tricks of the trade that can help you be the hero for your clients. Find out what that humongous contract we all sign really says (or doesn’t say).
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Lauren Bottger
