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Educational Seminars

Life Insurance Magic- How to Make it Work for You

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

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