Educational Seminars
Myth vs Reality: 7 underwriting myths dispelled
June 26, 2025 – Myth: Insurance carriers report declines to the Medical Information Bureau (MIB)
Life Insurance Magic- How to Make it Work for You
June 18, 2025 Focus on: history of breast cancer
May 21, 2025 Focus on: diabetes
April 23, 2025 Focus on: history of prostate cancer
March 26, 2025
Focus on: anxiety and depression
February 12, 2025 – Other records — financial, criminal, motor vehicle. Databases.
January 15, 2025 – The exam. Medical records.
December 18, 2024: A grand tour of life insurance underwriting– The Application
November 20, 2024: How (and why) to insure your children and grandchildren
October 23, 2024 – How to file a claim
September 18, 2024 – How to choose the owner and beneficiary of your policy
August 21, 2024 -How to decide how much life insurance you need
July 17, 2024 – The Magic of Annuities: how to make it work for you.
June 5th, 2024 – The Magic of Long Term Care Insurance: how to make it work for you.
May 15, 2024- The Magic of Disability Insurance: how to make it work for you.
April 10, 2024 – The Policy Audit. You give your health and car an annual check-up. Your life insurance needs one too.
March 13, 2024 – Whole Life Insurance, Part 2: How does it work?
February 7, 2024 – Whole Life Insurance, Part 1: How does it work?
January 10, 2024 – Indexed universal Life Insurance: Is it right for me?
December 13, 2023 – Tips for people being treated for anxiety or depression on getting good rates for life insurance.
November 15, 2023 – How to use life insurance to cover key personnel in your business.
October 23, 2023 – How to talk about money in a family.
September 20, 2023 – How does universal life insurance work, and why would I want it?
August 23, 2023 – How can I use life insurance to preserve the assets of my estate?
July 19, 2023: My bank requires life insurance to approve a loan for my business. How do I set that up?
June 21, 2023: Is whole life insurance still a good deal?
May 17 2023 – “How could life insurance give me coverage for long-term care expenses?”
April 19, 2023 – How should life insurance be used to fund a partnership agreement?
March 15th, 2023 – How can life insurance be used to indemnify a home mortgage or business loan?
February 8, 2023: What is “accelerated underwriting,” and should I take advantage of it when I apply for life insurance?
January 11, 2023 – Should I convert my term life insurance into a permanent policy? Why, or why not?
December 14, 2022 – The Disability Premium Waiver Rider on your life insurance policy: how does it compare to a stand alone disability income policy?
November 16, 2022 – Life insurance on children and grandchildren: it’s all about protecting their insurability, and accumulating wealth.
October 19, 2022 – How divers and climbers – and men and women with other adventurous hobbies – can get good deals on life insurance.
September 14, 2022 – The right way – and wrong way – to structure life insurance in your estate.
August 10, 2022 – How people with Diabetes, heart disease, and many other medical conditions, can qualify for life insurance right now!
July 13, 2022 – How to protect your business against the loss of a partner or key person with life insurance.
June 15, 2022 – Term insurance or permanent insurance- Which is right for you?
May 18, 2022 – Life insurance with “living benefits, chronic illness, and long term care protection
If you’d like to attend our monthly classes, you can register here: