Mariner Insurance Solutions Insurance 101: Income Protection Topics covered on this recording include… How the Insurance Group helps Clients Why there’s a need for Income Protection What role life insurance plays in income protection The importance of Disability Insurance to protect your greatest asset Insurance 102: Asset Protection Topics covered on this recording include… Statistics on aging and the demand for this kind of advice Typical scenarios where long-term care solutions may be advantageous An explanation of the variety of insurance tools that can be used to help clients plan for unanticipated care costs Actionable steps you can take to assess your existing client base for where opportunities exist Accompanying Documents Hybrid example 2 Pru example Simms_VC_200k_NQ_LTC_KS Traditional LTC example Insurance 103: Longevity Protection Topics covered on this recording include… What is an annuity & what does it do? Why do annuities get negative press? What are some other strategies to consider in planning around longevity? How does insurance mitigate the risks that may arise as clients age? Insurance 104: Legacy Planning Topics covered on this recording include… What defines a permanent life insurance policy? What are the different types of policies? Traditional Whole Life Universal Life Variable Universal Life Indexed Universal Life In what situations are they typically used? What should advisors be mindful of when discussing these solutions? Accompanying Documents 104 120K example 1 104 120K example 2 104 VUL example 3 104 VUL example 4 Additional Practice Management Training Resources
