Training

Previously Recorded Webinars

During this session, we covered:
How to help clients understand their Social Security claiming choices and develop an optimal Social Security retirement income, customized just for them. See how you can look at Social Security maximization separately or how taxation, capital gains, RMDs, asset distribution order, post retirement order, other income, or MAGI reductions affect the SS timing and strategy. A unique and state-of-the-art interactive approach gives you a compelling reason for face-to-face meetings with prospects and clients.

During this session, we covered:
How to answer major questions: Do I have enough money to retire? Will I run out of money? How will I know if I’m staying on track?

• Analyzing a client’s needs, income and assets
• How to have a predictable source of retirement income throughout retirement
• Increasing effectiveness of existing assets
• Reducing retirement risks with investments, annuities and life insurance
• Illustrate how the best Social Security choice works for your client when used in conjunction with Impact’s Social Security Pro

During this webinar, we covered:
How to jump start your retirement income planning for greater life and annuity sales. Learn why Cash Flow Decisions will be your go-to software tool for life and annuity sales—Highly interactive, easy to use, and requires no training to get started.

During this webinar, we covered:
Major enhancements to the Cash Flow Decisions (CFD) program, including access to a new digital fact-finder which can double as a lead-generator for your practice. Join this webinar to learn what's changed and how your newly added consumer facing tool works. Enhancements include: Stress Test Retirement Projections, Expanded Annuity Capabilities, Income Floor as a Percent, Cannex Integration, One-Time Expenses, Success Center

During this webinar, we covered:
How WinFlex and PlanFacts together, in real time, show how the proposed life insurance quote solves the survivor shortfalls and provides protection for the client’s family or business.