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    321708 - College Assistance Plus

    This seminar will address parents of perspective college students and discussing the college saving options for college selection, application, and financing. In addition, we will cover information relative to studentsí essay preparation, interview process, and overall positioning for the college student as they reach their college choices.

    Registration is required.

          Status      Cart IconActivityDescription      Single IconLocation      Location IconAgesGenderDatesDaysTimesFees
    UnavailableRead Notice321708-03College AssistanceItem DetailsSCCLocation Details30 years and UpCo-ed08/17/17- 08/17/17Th 7:00P- 8:00P$0

    321726 - DIY Life Care Premium Increase

    This course is designed for participants with older (10 years or more) Universal Cash Value Life Insurance policies and/or Long Term Care policies. Participants with existing Term Life policies will also benefit.

    Historically low interest rates have impacts on the continued viability of Life Insurance premiums creating higher premiums for older policies to prevent them from lapsing. Case studies are presented as examples as well as DIY procedure to follow to check the status of existing policies.

    Claims history has impacted Long Term Care policies with recent increases. Rate calculation methods are explained, current Cost of Care surveys are presented, and Claims demographics are discussed to help participants with a DIY method to make revised Plan Design decisions. Tax Savings ideas are also reviewed.

    Bonus discussion of a way to provide Tax Free income for participants with existing Term Insurance policies using the Cost Basis of those policies to shelter annuity income earnings.

    Registration is required.



          Status      Cart IconActivityDescription      Single IconLocation      Location IconAgesGenderDatesDaysTimesFees
    UnavailableRead Notice321726-01Life Care Prem. Inc.Item DetailsSCCLocation Details50 years to under 76 yearsCo-ed08/16/17- 08/16/17W 7:00P- 9:00P$0
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