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<TOMORROW>
Onsite 1-hr KS/MO CE
Demographic Trends & New DI Marketing Opportunity
Tuesday, September 13th
9:00 - 10:00 am CDT
There is no shortage of statistics about the gap between the need for financial products and services and ownership or participation within the Gen"Y", women, small business owner, and multi-cultural consumer group.
Join George Wilkins to discuss some demographic trends in the U.S. and what they may mean to your practice.
Immediately after the CE, there will be a 15-minute bonus (non-CE) session. We have an expert speaker offering sales ideas about how to reach Millennials. Stick around to find out who it is! This course has been approved for 1-hour KS/MO, Life-Health CE
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Onsite 1-hr KS/MO CE
Section 1035 Event
Tuesday, September 27th
8:30 - 9:30 am CDT
Do you have clients with money in an annuity or cash value in a life insurance policy? Or older clients being forced to take RMDs? If the policies have outlived their usefulness, learn about how a 1035 exchange can help your clients plan for a long-term care need!
Claude Thau will be hosting this 1-hour CE course about this exciting way to plan.
Questions? Contact Alison Campbell at 913-403-5810 or AlisonC@targetins.com.
This course has been approved for 1-hour KS/MO, Life-Health CE
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Onsite 2-hrs KS/MO CE
Disability Insurance
Tuesday, October 4th
8:30 - 10:30 am CDT
Individual DI - Federal Tax Considerations (8:30-9:30 am): Although not as complicated as a Qualified Retirement Plan - the advisor should have a clear understanding of his/her limits and clearly understand the various ways they can design a DI solution with Tax Code in mind.
Underwriting Individual Disability Income Insurance (9:30 - 10:30 am): The focus is on managing expectations and how to successfully underwrite your next DI case - shows you ways to make the process easy and less time consuming!
Presented by Rick Cordaro, DI Regional VP for the Principal Financial Group.
Questions? Contact Farid Hanov at 913-403-5823 or FaridH@targetins.com.
Each of the 2 courses have been approved for 1-hour KS/MO, Life-Health CE, for a total of 2 hours.
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Onsite
1-hr KS Ethics CE & 2-hrs KS Life/Health CE
MO CE approval is pending.
Wednesday, October 5th
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Friday, October 7th
8:30 - 11:30 am CDT
Estate Planning - The Breakdown of a Revocable Living Trust. How do your clients' assumptions impact the documents?
Combined with dealing with ethical challenges with clietns.
Presented by Jerry Bell - The Bell Law Firm, PA.
Questions? Contact Heidi Welch at 913-403-5813 or HeidiW@targetins.com.
Both sessions have been approved for 1 hour KS CE Ethics and 2 hours KS CE Life and Health. MO CE approval is pending. Both sessions are identical, you may attend both but will only be given CE credit for 1 session of 3 hours.
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Onsite LTCi 4-hour CE
Partnership Refresher CE Course
Tuesday, October 25th
8:00 am - 12:00 pm CDT
This class qualifies for the KS and MO Partnership refresher certification, and will also earn 4 hours of CE in either state. It is FREE for brokers who have submitted business to Target in the past 12 months and for their staff. For others, we will charge $40.
Make checks payable to: Target Insurance. We will reimburse that cost, if you remind us to do so, when you submit a case within two months after the class.
Questions? Contact Alison Campbell at 913-403-5810 or AlisonC@targetins.com.
This course has been approved for 4-hours KS/MO, Life-Health CE
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Onsite
1, 2 or 3 hours of KS/MO Ethics CE
Wednesday, November 9th
8:00 - 11:30 am CDT
Join Claude Thau to learn about ethical issues in long-term care insurance.
Come from 8:00-9:00 for 1 hour of CE, or 9:30-11:30 for 2 hours. Or, stay for the whole event and earn 3 hours!
Please note on your registration which you'd like to select.
Questions? Contact Alison Campbell at 913-403-5810 or AlisonC@targetins.com.
This course has been approved for 3-hours KS/MO, Ethics CE
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Onsite 1-hr DI CE
Medical Market Trends & What it Means to the IDI Producer Tuesday, November 15th
9:00 am - 10:00 am CDT
In the last several years, market research on medical organizations has been seeing big shifts in how those markets are functioning, who is buying and how they are thinking. Consumer research has identified several trends in the medical market that we'd like to share with you, so that as you are talking to medical consumers or working in medical schools in the medical markets, you will be aware of some of the things they are facing. You can bring some understanding to the table.
Join George Wilkins for this course that will focus on what research found from the medical markets right now.
Questions? Contact Farid Hanov at 913-403-5823 or FaridH@targetins.com.
This course has been approved for 1-hour KS/MO CE
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Do you want to know more about LTCi and Combo Products?
Target hosts weekly WebExes, where you can learn more about LTCi and Combo products from the convenience of your desktop or mobile device.
To join a WebEx, register in advance or click on the link above a the time of the session and call 712-432-0180 (PW: 957803#)
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Looking for ONLINE Continuing Education?
Click Here to link to the Target Website and online CE options.
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Target Insurance Services, Inc. | 11020 Oakmont | Overland Park KS 66210 www.targetins.com | 1-800-999-3026
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