Join the LECP at 2 pm eastern on Thursday, September 23rd, for a virtual executive roundtable - What's Driving Life Settlement Growth. The discussion will focus on current market trends in life settlements and how you can leverage this important tool.
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LECP Webinar presented by Coventry: What's Driving Life Settlement Growth
Topics: Financial Planning Webinar
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OneAmerica’s Tim Vannoy Presents on Hybrid Annuities and Long-Term Care Provisions
The June LECP webinar featured OneAmerica Sales Director, Tim Vannoy, who presented the “Hybrid Annuities and the Long-Term Care Provisions.” Using case studies, Vannoy addressed the following issues:
- Who would benefit from the Pension Protection Act?
- How large is the market for the Pension Protection Act?
- How can a client get tax-deferred gains out tax-free?
Topics: Long-Term Care Life Insurance & Annuities Tax Savings Webinar
1 min read
Exclusive Webinar: Using Housing Wealth to Improve Financial Outcomes in Retirement
We're proud to let you know about this upcoming webinar from our partner,
Mutual of Omaha,
on Tuesday, January 19, at 2:00 pm EST / 11:00 am PST with tax attorney, industry expert, speaker and author Barry H. Sacks Ph.D., who will be discussing using housing wealth to improve financial outcomes in retirement.
As clients retire, and hence end the receipt of regular income from employment or professional activity, cash flow considerations become paramount. This webinar examines four situations in which home equity can be used to diminish retirees' risk of cash flow exhaustion while maintaining an acceptable level of living expenses.
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