Continuing education webinars

Credit hours: 1 | Not approved in: NJ
Intended for CFP®, CIMA®, CLU®, ChFC®

Enrolling for Medicare is a critical step for people as they approach the age of 65, but it’s anything but simple. The more you know, the more you can provide valuable guidance for your clients at a time when health care is front and center.

In this webinar, Cathie will explore such topics as:

• Medicare eligibility requirements 
• Options for Medicare coverage 
• What Medicare covers and what it doesn’t

Credit hours: 1 | No state insurance credit
Intended for CFP®, CLU®, ChFC®

When evaluating investment strategies, it’s important to consider more than just the rate of return. This presentation explores the 4 Ts of investing: Time, Type, Tax and Timing using variable annuities and non-qualified taxable accounts as examples. By examining fees, accumulation and decumulation phases, tax rates and tax efficiency, you’ll have a greater understanding of how these factors impact after-tax returns and overall investment performance.

Join us and learn about the value of tax-deferred investing and the impact it can have on a retirement portfolio. During this continuing education webinar, we will discuss his analysis and results about:

• The value tax deferral provides during accumulation and distribution
• How the type of investment and its tax efficiency affects returns
• 5 strategies you can use to defuse the “tax bomb” for your clients

Credit hours: 1 | Not approved in: NJ, OK, VA, WA
Intended for CFP®, CIMA®, CLU®, ChFC®,

Join us and learn about strategies that can help reduce your client’s tax situation.  During this one hour continuing education webinar, we’ll discuss:

• 2027 Tax changes for individuals including the Medicare Investment Earnings Surtax
• How qualified charitable contributions (QCD) can be used to lower required minimum distribution (RMD) taxation
• How Roth conversions can be used to help a client create tax-free retirement income and wealth transfer
• The tax characteristics of annuities and life insurance that can help increase an individual’s tax efficiency