BIG Webcast

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June 5, 2024 Why “Buy Term and Invest the Difference” is bad advice

June 4, 2024 Life Insurance Training – A Seamless Approach to Life Ins.

May 23, 2024 Integrate a Multichannel Marketing Approach

May 7, 2024 Annuity Training- The Fundamentals an Advisor Must Master

April 25, 2024 Four Strategies for Achieving Sustainable Growth

April 23, 2024 Comprehensive Hybrid Life/LTC Product Training

April 9, 2024 Mitigating Health Risk in Retirement

March 27, 2024 No-Cost, Lead Generating Platform- Tax Diversification and Retirement

March 14, 2024 Become a Professional in Tax-Free Retirement Planning

February 29, 2024 A Seamless Approach to Life Insurance

February 15, 2024 Three Resources to Differentiate Your Practice

February 6, 2024 Mitigating Health Risk In Retirement 

January 9, 2024 Become a Professional in Tax-Free Retirement Planning 

August 22, 2023 National Guardian Life’s Traditional LTC Best Selling Features

Join us for our latest webcast as we partner with Lawrence Vivenzio, CLTC Regional Vice President, Long Term Care of National Guardian Life Insurance Company (NGL) to lean about NGL’s LTC product and its best-selling features.

We’ll also discuss, NGL’s company history, why this product is a great fit for worksite prospects, and go through some competitive comparisons, so you can see why EssentialLTC should be a go-to product for your prospects, regardless of whether they came to the conversation wanting a stand-alone product or a hybrid product.

July 11, 2023 Head-to-Head Battle between JOINT Hybrid Life/LTC Products OneAmerica Asset Care vs. Nationwide CareMatters Together

Join us for our latest webcast as Tim Kelly, CLTC, President of Breakthrough Insurance Group (BIG) takes us through the head-to-head battle between JOINT Hybrid Life/LTC products, OneAmerica Asset Care vs. Nationwide Carematters Together.

In this webinar we will compare and contrast OneAmerica’s Joint Asset Care product to the new kid on the block, Nationwide’s CareMatters Together. We will dig deep into the features and pricing of these two products.

June 27, 2023 Pivoting from Traditional Buy-Sell Agreements to Insurance LLCs

Join us for our latest webcast as we partner with John C. Snider, II, AVP & Associate Counsel at John Hancock, for an interactive webinar where we’ll cover:

  • What an insurance LLC is
  • Who can benefit from this type of planning vehicle
  • Tax and other planning considerations
  • How to prospect in this space and more!

June 13, 2023 “CareMatters Together – Joint Hybrid Life/LTC”

Join us for our latest webcast as we parter with Jessica DiLella, CLU®, CLTC™, Regional Vice President, Brokerage Life Sales, and Joshua Ford, Regional CareMatters Wholesaler at Nationwide for our latest webcast to discuss CareMatters Together. We will cover:

How CareMatters Together is different:

  • It’s the first cash indemnity, joint life linked-benefit solution
  • A cost-effective solution for two lives
  • Built for true shared care
  • Available for any 2 people with insurable interest (age limits apply)
  • Offers multiple underwriting classes to allow for more flexible underwriting

Why should you consider CareMatters Together for your clients? It offers:

  • More simplicity
  • With CareMatters Together, there’s a shared pool of funds to use as needed, helping eliminate the guesswork of who is more likely to need care first, when and how much each individual might need for long-term care expenses.
  • More predictability
  • Your clients always know what the premium and benefits will be since both are guaranteed. If neither insured ever needs long-term care, the guaranteed death benefit will pass to their loved ones income tax free.
  • More control
  • The full monthly benefit is sent directly to the policy-owner with no restrictions from Nationwide on how it’s used.

May 23, 2023 The Advantages of OneAmerica’s Asset Based LTC Solutions

Join us for our latest webcast as we partner with Kevin Fisher, Regional Account Director – Northeast from OneAmerica Care Solutions to talk the advantages of OneAmerica’s asset based LTC solutions.

In this webcast we will discuss:

  • Transforming tax-deferred growth into tax-free LTC
  • Asset Care – More than a lifetime benefit solution
  • Strategies for qualified dollars to fund long term care policies
  • Using non-spousal IRAs to fund LTC

May 9, 2023 The Keys to Field Underwriting in Life Insurance

Join us for our latest webcast as we explore the importance of field underwriting in life insurance. We will discuss the tools and technology offered to set expectations appropriately with your clients, avoiding delays, and getting the best rate possible.

We will also discuss:

  • BIG’s health underwriting tools
  • Technology to quote accurately
  • Determining if Accelerated Underwriting is an Option

April 19, 2023 Exploring the Fixed Annuity Sales Opportunity with Oceanview

Join us as we discuss exploring the fixed annuity sales opportunity with Oceanview.

In this webcast we will discuss Oceanview and who they are as a company. We will learn more about their MYGA and Indexed annuity offerings. Finally, we will provide marketing materials that will help you to engage your clients in discussions about the safety and growth potential that these products offer in an unstable market environment.

April 5, 2023 Offering Key employee retention and retirement solutions with Tax Advantages to Business Owners

BIG is pleased to partner with Principal in presenting on offering key employee retention and retirement solutions with tax advantages to business owners.

During this webcast, Will Heidbreder, J.D., MBA, CPA, CLU, Business and Advanced Solutions Director, Principal will lead us in discussing key employee retention and retirement solutions.

Even in this uncertain economic environment, small to medium sized businesses are looking to hold onto their top talent. More than ever, business owners are requesting employee benefit options that are affordable, flexible, and tailored to their goals. We will highlight different executive benefit solutions using life insurance from an employer and employee perspective, and discuss ways businesses can strategically retain and reward their key employees.

March 22, 2023 How to use LTC Solutions to turn your Tax Deferred Annuity into a Tax-Free Annuity

Hybrid Annuity/LTC products offer your clients a way to transfer non-qualified annuity funds or life insurance cash value into them to create an LTC plan and avoid taxation on the gains:

  1. How to present this to your clients.
  2. LTC tax law and how it can benefit your clients.
  3. Using a 1035 exchange to be a hero for your clients.
  4. Reviewing the different Annuity/LTC hybrid products in the marketplace.
  5. Exploring a new guaranteed issue product.

You won’t want to miss this information!

March 8, 2023 How to use Symetra life insurance products to protect your clients, save for retirement, and simplify the application process.

During this webinar, Steve Patrizio, RVP Greater Northeast Territory-Symetra shard:

  • Using Indexed Universal Life to supplement retirement savings.
  • The benefit of tax deferral and tax free withdrawals in life insurance policies.
  • Lower charges and index crediting to make sure the product is performing in both up and down markets.
  • The benefit of a 0% floor rather than a contract that can have negative returns.
  • Using uncapped index crediting methods to benefit from the upside potential of the markets.
  • Symetra’s SwiftTerm offers instant decisions and accelerated underwriting for your term clients making it fast and easy to obtain coverage..

February 22, 2023 Now is the Perfect Market Environment for Whole Life Insurance

BIG is pleased to partner with MassMutual in presenting Whole Life University: Whole Life in Accumulation Sales.

During this webcast, Kevin Shannon, Managing Director of MassMutual Strategic Distributors, will discuss “Why Whole Life?” and “Why Now?” Right now is an excellent time to be looking at Whole Life for your clients!

Our discussion of the Whole Life Difference in Accumulation, the MassMutual Difference, and their product portfolio will include an analysis of:

  • Guarantees:
    • Premium
    • Death Benefit
    • Case value accumulation
  • Cash Value Growth not directly affected by market fluctuations or conditions
  • Potential to receive dividends

February 7, 2023 Life Insurance for Supplemental Income Planning

Please join BIG as we welcome Wayne Baldwin, Reginal Director- John Hancock, as we discuss how to manage taxes with life insurance. Adding cash value life insurance to a client’s retirement portfolio can help protect their savings and provides numerous tax advantages.

Retirement income from policy withdraws and loans will not affect a clients Income tax bracket, Medicare premiums, Capital Gains, AGI or MAGI, or Social Security Benefits.