3 Mark Webinars
Expand your knowledge. Join one of our upcoming webinars, or listen to recorded webinars at your convenience.
Upcoming Webinars
Archived Webinars
Post-Election Update and Planning for the New Year
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCClick here to view the John Hancock Webinar dated January 20, 2021.
Planning with low interest rates
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCClick here to view a recording of the Global Atlantic webinar dated December 2, 2020
Group Carve-Out Plans using Protective’s Executive UL
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCClick here to view a recording of the Protective webinar dated November 18, 2020.
Webinar: Taking Advantage of the Tax Code
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCClick here to view the recording of this Equitable webinar dated October 28, 2020.
AIG Webinar: Ironies Of The SECURE Act: Contradictions & Conundrums
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCClick here to view the recording of the AIG webinar dated October 21, 2020.
Premium Financing – What You Need to Know
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCClick here to view the recording of the Tennyson Capital Partners Webinar dated September 30, 2020.
Human API Accelerates Insurance Underwriting Webinar
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCClick here to view the Human API Accelerates Insurance Underwriting webinar recorded on September 22, 2020.
Nationwide’s Life Illustration Tool Webinar Recording
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCClick here to view the recording of the Nationwide webinar titled Nationwide’s Life Illustration Tool dated September 23, 2020.
High-Net-Worth Foreign National Market
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCClick here to view the Symetra Webinar recorded on September 2, 2020.
Webinar: Understanding Social Security
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCClick here to view the Securian webinar recording from August 26, 2020.
Living Benefits, The Winning Combination from Columbus
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCClick here to view the recording of the Columbus Life Webinar Recorded August 12, 2020.
Mutual of Omaha Webinar – 401(k) Prospecting Techniques to Stand Out
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCClick here to view the recording of this webinar dated July 29, 2020.
Social Media: Get in the game.
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCClick here to view the Prudential webinar broadcast on July 8, 2020.
American National Webinar
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCAccelerated Underwriting Presented June 17, 2020, by American National.
OneAmerican Webinar – Using Qualified Funds for LTC
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCClick here to view the recording from June 10, 2020.
How to Win with Equitable’s GI Program
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCClick here to view the Equitable Webinar dated June 3, 2020.
John Hancock Webinar Recording, How to Master Digital Business
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCClick here to view the How to Master Digital Business webinar presented by John Hancock dated May 27, 2020.
Columbus Life Webinar: Sales Opportunities with Columbus Life’s new SIUL
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCClick here to view the recording of the webinar dated May 20, 2020.
Introducing Design Hub
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCClick here to view the recording of the Global Atlantic webinar: Introducing Design Hub, recorded May 6, 2020.
Ways to prospect during a COVID-19 quarantine presented by Lincoln Financial
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCClick here to view the webinar recording broadcast on April 22, 2020.
John Hancock Webinar: Planning Opportunities in Today’s Envoronment
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCClick here to view the webinar recording dated April 16, 2020
Prudential e-Capabilities
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCClick here to view the recording of the Prudential webinar recorded on April 15, 2020
See the new Legal & General digital application that can reduce the need for labs
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the webinar recording of the Legal & General Dated April 13, 2020
IRA Legacy Planning After The SECURE Act – Presented by AIG
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the webinar recording of the AIG Webinar Dated April 8, 2020
Principal Life Online and Accelerated Underwriting Presented by Principal
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the webinar recording of the Principal webinar Dated March 30, 2020
TermAccel and LincXpress Presented by Lincoln Financial
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the webinar recordings of the Lincoln Financial webinar Dated March 27, 2020 Additional Resources: LincXpress Brainshark TeleApp Preparation Guide Lab-Free Consideration Guide TermAccel Brainshark TermAccel Overview Flyer E-Delivery The Agent Experience Brainshark The Client Experience Brainshark The Agency Experience Brainshark Professional Advantage Underwriting Program
AppAssist and eDelivery – Presented by Legal & General
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the webinar recording of the Legal & General webinar Dated March 26, 2020
Maximize Coverage With Two Policies – Presented by Protective Life
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the webinar recording of the Protective Life webinar Dated March 25, 2020
Living Benefit Buy Sell – Presented by Mutual of Omaha
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the webinar recording of the Mutual of Omaha webinar Dated March 11, 2020
Aspire with Vitality, Presented by John Hancock
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the webinar recording of the John Hancock webinar Dated February 26, 2020
The Nationwide Competitive Landscape
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the webinar recording of the Nationwide Dated February 12, 2020
Single Premium Non-MEC Legacy Building
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the webinar recording of the North American webinar Dated January 29, 2020
Symetra High-Net-Worth Foreign National Program
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the webinar recording of the Symetra webinar Dated January 15, 2020
Using Qualified Dollars to Fund LTC
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the webinar recording of the OneAmerica webinar Dated December 11, 2019
Term Riders Flexible coverage solutions
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the webinar recording of the Legal & General webinar Dated November 6, 2019
Lincoln Moneyguard III
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the webinar recording of the Lincoln Financial webinar Dated October 9, 2019
Introducing Allianz – Life Pro Advantage
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the webinar recording of the Allianz webinar Dated September 25, 2019
Global Atlantic’s Foreign National Program
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the webinar recording of the Global Atlantic webinar Dated September 4, 2019
Reduce Your Client’s Taxes In Retirement
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the webinar recording of the Mutual of Omaha webinar Dated August 21, 2019
And Introduction to iGo eApplications
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the AIG webinar Dated July 24 2019
Incorporating human asset protection product sales into a property and casualty practice.
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Protective Life webinar Dated July 17, 2019
Mutual of Omaha’s Traditional LTC
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Mutual of Omaha webinar Dated July 10, 2019
Delivering Value Through Term Life Insurance, Presented by Legal & General
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Legal & General webinar Dated June 19, 2019
Conquering The Mountain: How Life Insurance Can Position Clients To Win In Retirement, Presented by North American
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the North American webinar Dated June 19, 2019
WeatlhAccumulate IUL presented by Lincoln Financial
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Lincoln Financial Dated June 5, 2019
5 Sales Ideas in 30 minutes presented by John Hancock
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the John Hancock Dated May 29, 2019
Creative Planning Strategies with Tennyson Capital Partners
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Tennyson Capital Partners Dated May 22, 2019
Mirrored Loan Large Case Opportunities
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Prudential Webinar Dated May 15, 2019
Key Executive Guarantee Life Insurance from AXA
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the AXA Webinar Dated April 3, 2019
8 Obstacles and 8 Habits
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the AIG Webinar Dated March 27, 2019
Pre-need Life Insurance from Global Atlantic
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the AGI Financial Webinar Dated March 13, 2019
Symetra IUL University Presentation
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Symetra Webinar Dated March 6, 2019
Nationwide IUL
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Nationwide Webinar Dated February 13, 2019
Why Columbus Life should be a part of your clients portfolio
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Columbus Life Webinar Dated January 30, 2019
Legal & General Webinar introducing OPTerm 35 and 40
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Legal & General Webinar Dated December 5, 2018
Creative care designs
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Nationwide Webinar Dated November 14, 2018
Section 199A The Small Business Tax Deduction and it’s impact on you.
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Protective Life Webinar Dated November 8, 2018
Why are Asset Based LTC Solutions Growing So FAST?
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the OneAmerica Webinar Dated November 7, 2018
It’s Why We Call it Advantage UL
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Prudential Webinar Dated October 31, 2018
A Smooth Sailing Approach to Retirement Using Life Insurance
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the AXA Webinar Dated October 17, 2018
Liquidity, Leverage and Long-Term Care
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the 3 Mark Webinar Dated October 16, 2018
Learn Why IULDigest.com’s Brett Anderson awarded Symetra’s Accumulator IUL an A+
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Symetra Webinar Dated October 10, 2018
Risk Management & Insurance: Life Settlements
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Ashar Group Webinar Dated October 3, 2018
How to Build Your Foreign National Business presented by Lincoln Financial
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Lincoln National Webinar Dated September 19, 2018
AIG Webinar, 8 Behaviors of Highly Successful Advisors
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the AIG Webinar Dated September 5, 2018
American National Webinar – Your Partner for Life
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the American National Webinar Dated August 22, 2018
John Hancock Webinar – Retirement Income Backstop
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the John Hancock Webinar Dated August 8, 2018
AXA Webinar – The New Language of Permanent Life Insurance
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the AXA Webinar Dated July 25, 2018
Lincoln MoneyGuard Solutions Webinar
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Lincoln Financial Webinar Dated July 18, 2018
Helping your clients plan for long-term care
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Nationwide Webinar Dated July 11, 2018
Creative Planning Strategies
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Tennyson Capital Partners Webinar Dated June 26, 2018.
ExtendCare: The Chronic Illness Rider of Choice
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Protective Life Webinar Dated June 20, 2018.
Planning Opportunities With Foreign Nationals & Premium Financing Do’s and Don’ts
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Global Atlantic Webinar Dated June 13, 2018.
SecureCare Universal Life
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Securian Financial Webinar Dated June 6, 2018.
A Protective Life Secret Weapon
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Protective Life Webinar Dated May 16, 2018.
Minimize the Risks in Retirement Using IUL
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Mutual of Omaha Webinar Dated May 2, 2018.
The Power of Quality of Life
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the AIG Partners Group Webinar Dated April 25, 2018.
Leveraging The Business Dollar presented by Lincoln Financial
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Lincoln Financial Webinar Dated April 18, 2018.
7 Topics – Must have conversations with a business owner presented by AIG
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the AIG Webinar Dated April 4, 2018.
Introducing our newest carrier Pacific Life Broad Market
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Pacific Life Dated March 28, 2018.
3 Strategies To Impact Your Sales results in 2018 Presented by Prudential
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Prudential Dated March 21, 2018.
Essential LTC from National Guardian
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the National Guardian Dated March 14, 2018.
A-List Term presented by Legal & General and Dye & Eskin
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Legal & General webinar Dated March 7, 2018.
Traditional LTCi: Here today-Here to stay!, Webinar Presented by Mutual of Omaha
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Mutual of Omaha Webinar Dated February 28, 2017.
Tax Law Changes That Might Affect You and Your Clients, Webinar Presented by Mutual of Omaha
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Mutual of Omaha Webinar Dated February 27, 2017.
American National’s Great Solutions for You and Your Clients.
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the American National Webinar Dated February 21, 2017.
The Importance of LTC Planning Presented by OneAmerica
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the OneAmerica Webinar Dated February 7, 2017.
Business Succession Planning Webinar Presented by John Hancock
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the John Hancock Webinar Dated January 24, 2017.
The 5% Retirement Sales Idea Presented by Symetra
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Symetra Webinar Dated January 10, 2017.
Legal & General America – eDelivery of your clients policy
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Legal & General America Dated December 13, 2017.
Ashar Group – The Untapped Market, Life Settlements – Why, When, How
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Ashar Group Dated November 29, 2017.
Mutual of Omaha – The Value of an Informal Business Valuation in Working With Business Owners
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Mutual of Omaha Webinar Dated November 1, 2017.
Protective Life – Stepped Up Premiums v.s. Level Pay Premiums
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Protective Life Webinar Dated November 1, 2017.
Nationwide – Long-term Care on a Survivorship Contract
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Nationwide Webinar Dated October 18, 2017. Nationwide YourLIfe SUL II with the LTC rider offers a number of unique solutions to clients with retirement health care cost concerns. This unique solution can fit spouses, unmarried couples, adult with parent and family business partners. Nationwide is the only carrier offering a […]
Symetra Accumulator IUL a new product from Symetra
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Symetra Webinar Dated September 20, 2017. During this presentation you will learn how Symetra Accumulator IUL is designed with an emphasis on a simple story. The index options are focused and specifically designed to help meet your clients’ needs while the underlying policy charges are transparent and easy to understand.
Introducing Legacy Optimizer the new hybrid product from North American
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the Legacy Optimizer webinar recording dated August 30, 2017.
August 23, 2017 Safe Harbor 401(k) Plans
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCAugust 9, 2017 American National Safe Harbor 401(k) webinar
July 12, 2017 Minimum Wage Retirement Plan
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCJuly 12, 2017 Lincoln Financial Minimum Wage Retirement Plan webinar
June 28, 2017 Let AppAssist Do the Work For You
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCJune 28, 2017 Legal & General Let AppAssist do the work for you.
June 7, 2017 Introducing 3 Mark Financial’s eSolutions Platform
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCJune 7, 2017 3 Mark Webinar Unleashing the Power of IUL presented by Levy Robinson
May 31, 2017 Unleashing the Power of IUL
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCMay 31, 2017 AIG Webinar Unleashing the Power of IUL presented by Levy Robinson
May 17, 2017 Mutual of Omaha introducing Life Protection Advantage & Income Advantage IUL
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCMay 17, 2017 Mutual of Omaha Webinar introducing Life Protection Advantage & Income Advantage IUL
May 3, 2017 Protective Life Webinar on the new ExtendCare Chronic Illness Rider
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCMay 3, 2017 Protective Life Webinar introducing ExtendCare 2017
Natonwide YourLife CareMatters “Abililty” vs. “Possibility”
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCClick here to view the recording of the Nationwide webinar dated April 26, 2017
Business Insurance A New Path – Company Owned Life Insurance
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Global Atlantic presentation dated April 19, 2017
TermAccel & LincXpress Two new underwriting platforms for Lincoln Financial
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView the recording of the Lincoln Financial presentation dated April 5, 2017
Guaranteed Death Benefit Solutions! with Ronnie Russell, National Sales Manager American National
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRonnie introduces American National’s Signature Guaranteed UL and Signature Whole Life. Offering guaranteed death benefits with cash value or without cash value. Living benefits including chronic and critical illness available at no cost. View the recording of the American National Webinar presented March 15, 2017
Life Policy Loan Rescue! with Lauren Hicks, Prudential Regional Vice President
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCMany old policies with loans have the potential to create a taxable event resulting in consequences many clients are not aware of. We will walk through two case studies that illustrate the importance of reviewing policies with loans and your options to address these potential problems. View the recording of the Prudential Webinar presented March 15, 2017
An Introduction to Sagicor Life Insurance Company
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCIntroducing Sagicor Life’s Products & Accelewriting Platform – From e-Submit to e-Delivery in as little as 20 minutes. View a recording of the Sagicor Life Presentation presented February 22, 2017
Plan For Their Financial Future – Lincoln Financial MoneyGuard
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView a recording of the Lincoln Financial MoneyGuard Presentation presented February 22, 2017
An Introduction to Life Settlements
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCView a recording of the Ashar Group Webinar presented Feb 15, 2017
Why Life Insurance for Wealthy Clients?
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCJohn Hancock Webinar February 8, 2017 Presented by Kevin W. Blanton, Associate Counsel Avanced Markets John Hancock Insurance
January 25, 2017, Secure GUL 3 & The 10-10-10 Plan
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: AIG
January 18, 2017, 3 Mark Financial – Asset Based Long-Term Care Insurance
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: 3 Mark Financial
Januaary 11, 2017, OneAmerica – Your Asset Based LTC Opportunity
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: OneAmerica
October 12, 2016 American National – American National Introduces Signature GUL with ROP
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: American National
Sept 28, 2016 Symetra- IRA Maximization Strategies
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: Symetra
Sept 14, 2016 Mutual of Omaha – New solutions for your business owner clients using IUL
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: Mutual of Omaha
August 17, 2016 North American – Indexed Universal Life – The Basics
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: North American
July 20, 2016 John Hancock – Sales Ideas for the 2nd Half of the Year.
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: John Hancock
July 6, 2016 Gerber Life – Introducing Gerber Life’s Products and Selling System
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: Gerber Life
June 22, 2016 Symetra Life – Protective Life Key Competitive Advantage in the GUL Market.
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: Symetra Life
June 16, 2016 Winflex Web Demonstration – Mark Steinbruecker
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: Winflex Web
June 8, 2016 Protective Life – Protective Life discusses Protective’s Life Check Up Campaign
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: Protective Life
May 18, 2016 Global Atlantic – Keaton Schut discusses key product features and share some sales ideas.
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: Global Atlantic
May 11, 2016 Mutual of Omaha – Randy Kuenzi Discusses key product features and share some sales ideas.
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: Mutual of Omaha
April 27, 2016 Minnesota Life – Justin Schema Discusses How to help LIFT up your client’s retirement income
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: Minnesota Life LIFT
March 23, 2016 John Hancock- Joey Ussery Discusses LifeTrack a very innovative inforce policy management system
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: John Hancock LifeTrack
March 16, 2016 Berkshire Advisor Resource – Jackie Baker Discusses Multi-Life or Simplified Issue Disability Income
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: Berkshire Advisor Resource
March 2, 2016 Protective Life – Amanda Polasko from Protective Life Discusses IRA Maximization
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: Protective Life
February 17, 2016 AIG – Sales Ideas, New Products and Underwriting Updates.
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: AIG
February 3, 2016 Prudential – Life Insurance in Today’s Economic Times
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: Prudential This presentation highlights what consumers say about life insurance versus the reality, obstacles you face, and how you can bridge the gap between what consumers think and what they do when it comes to life insurance purchase and coverage.
January 20, 2016 Nationwide – Social Security – The Choice of a Lifetime
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: Nationwide For financial advisors, the Social Security decision is an opportunity to help clients with one of the most important decisions they face about their retirement – a decision that could potentially result in accumulating hundreds of thousands of dollars in additional retirement income. Providing guidance for this important decision can help advisors strengthen […]
January 6, 2016, Protective Life – Chronic Illness Riders
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: Protective Learn more about Protective’s ExtendCare Rider and how to position it with your clients. Learn how the Income Provider Option can often offset the cost of this valuable benefit. Presented by Amanda Polasko, Regional Vice President, Protective
November 18, 2015, Allianz Fixed Index Annuities
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: Allianz Learn more about two of the most popular products available in the industry today: Allianz 222 Fixed Index Annuity & Allianz 360 Annuity, both with increasing income potential. Presented by Bill Richardson, Director of Sales , Allianz
November 4, 2015, Income Protection – Using Life Insurance to Preserve Your Clients Lifestyle
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: North American Presented by Jessica Lovell-Opdahl, Sales Development Specialist, North American Company
September 30, 2015 – How to Use Permanent Life Insurance for Your “Smart Money”
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: North American Presented by Jessica Lovell-Opdahl, Sales Development Specialist, North American Company
September 9, 2015 – A New Kind of Life Insurance from John Hancock
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: John Hancock Presented by Joey Ussery, CLU, ChFC, LUTCF, Regional Director, John Hancock
August 26, 2015 – Actuarial Guideline 49 and it’s impact on Indexed Universal Life Illustrations
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: AXA – AG 49 Presented by Christian Kaplan, CFA Vice President AXA
August 12, 2015 – An Introduction to North American
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: North American Jessica Lovell-Opdahl, Sales Development Specialist with North American
July 8, 2015 – American National: Life Insurance with Living Benefits
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: American National Ronnie Russell, American National
June 24, 2015 – Protective – Marketing to Baby Boomers
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: Protective Mike Dominguez, Protective Life
June 10, 2015 – MetLife – Generate Permanent Life Insurance Sales With Business Owners
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: MetLife Doug Farnham, CFP, CLU, ChFC, Advanced Markets Case Consultant Lee Bolnick, CFA, Internal Wholesaler
May 27, 2015 – Genworth Total Living Coverage, Universal Life Insurance with Long Term Care Benefits
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: Total Living Coverage John O’Mahoney, CLU, ChFC, RHU, Director Annuities, 3 Mark Financial Richard Nefzer, CLU, ChFC, CLTC, National Sales Director-Linked Benefits, Genworth
May 21, 2015 – IGO Electronic Life Application Demonstration
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: IGO The Industry’s Leading Electronic Application Platform Carolyn Rawlings, ACA, AIAA, ALHC , Director of New Business & Underwriter John Quaile, Customer Success Manager iPipeline
May 20, 2015 – Lincoln Financial – Help Protect Income Producing Assets
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: Help Protect Income Producing Assets Bruce C. Alfredson, CLU, ChFC, 2nd VP Marketing, 3 Mark Financial Matt Fowler, CLU, Sales Vice President, Lincoln Financial
May 13, 2015 – John Hancock – Life Insurnce with Vitality
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: Life Insurance with Vitality Bruce C. Alfredson, CLU, ChFC, 2nd VP Marketing, 3 Mark Financial Joey Ussery, CLU, ChFC, LUTCF, Regional Director, John Hancock
May 6, 2015 – Indexed Universal Life For Accumulation
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: Indexed Universal Life For Accumulation Bruce C. Alfredson, CLU, ChFC, 2nd VP Marketing, 3 Mark Financial Mark Steinbruecker, FLMI, CLU, ChFC Internal Wholesaler, 3 Mark Financial Sean Kramer, Internal Wholesaler, 3 Mark Financial
April 22, 2015 – Essential Annuity Solutions for IRA Asset Preservation
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: Essential Annuity Solutions for IRA Asset Preservation John O’Mahoney, CLU, ChFC, RHU Director – Annuities – Marketing 3 Mark Financial Charles Samuel, CLU, FLMI, AAPA, AIG Annuity, Internal Wholesaler
April 8, 2015 – An Introduction to Mutual of Omaha
/0 Comments/in 3 Mark Webinars Archive /by Bruce Alfredson, CLU, ChFCRecorded webinar: An Introduction to Mutual of Omaha 3 Mark Financial – Presenters: Bruce Alfredson, CLU, ChFC, 2nd Vice President – Marketing 3 Mark Financial & Michael Sladek, National Sales Director, Mutual of Omaha
September 10, 2014 – Symetra
/0 Comments/in 3 Mark Webinars Archive /by Betsy RileyLife Insurance as an Asset Class – SYMETRA – Presenters: Jeff Wright, Doug Bowden
Webinar: The Three Keys to LIRP
/0 Comments/in 3 Mark Webinars /by Bruce Alfredson, CLU, ChFCClick here to register for the AIG webinar dated January 26, 2021 at 3:00 pm central.
Webinar: Post-Election Insurance and Wealth Transfer Opportunities
/0 Comments/in 3 Mark Webinars /by Bruce Alfredson, CLU, ChFCClick here to register for the John Hancock webinar dated January 20, 2021 at 3:00 pm central.