Join us as we discuss the types of options for LTC plans and how we can help with our concierge service.
Presented by Lisa Roose – Director of LTC, ORG

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Other states are considering a similar LTC mandate to Washington State. Join us as we discuss public versus private LTC coverage and why now is the time to act.

Presented by Matthew R Redick – RVP, Nationwide, and Lisa Roose – Director of LTC, ORG

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When it comes to where you live, how you spend your free time, and what you do with your money, you want the freedom to be in charge. That’s why it’s important to plan now for your future-and for any care you may need, this is the reason we plan. Prepare today for a tax-efficient future.

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Join us as we discuss leveraging one person’s qualified funds to get coverage for two people and help clients reduce or satisfy RMDs. We will also cover tax advantages for non-qualified annuities, more liberal underwriting, and gifting strategies. You won’t want to miss this!

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Join us as we cover how to position LTC as a retirement planning tool while sharing a simple three-step sales process. Our discussion about the financial risk and impact on family members if there is a long-term care event, is a can’t-miss! Additionally, we will cover the value of Traditional LTC and sales ideas around some of the creative riders available.

Presented by John Gibbons – LTC Sales Director, Mutual of Omaha, and Lisa Roose – Director of LTC, ORG

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The year may be coming to a close but we aren’t slowing down! Join us on September 28th at 1pm EST to kickstart the end of your year! The ORG Q4 Advanced Planning Summit will be covering a variety of topics including Estate Planning, Foreign National, 162 Bonus, Employee Retention and Cash Balance Plans. We invite you to join us for an educational afternoon of planning! Busy? We encourage you to join individual sessions that pique your interest! We can’t wait to see you there!

Here is the breakdown:

1:00-1:25 –
ORG’s State of the Union with our EVP, Tony Wilson

1:30-2:00 –
Lincoln – Foreign National and Secure Act Transfer with Mike Coyle and Mark Phelps

2:05-2:35 –
Principal – Business planning with Jack Leavy

2:40-3:10 –
National Life Group – Cash Balance Plans and 412e3 with Jim Carroll

3:15-3:45 –
Nationwide – Land is your Legacy with Lacey

3:50-4:20 –
John Hancock – Year End Planning Concepts with Ana Medinaceli Canelos

4:25-4:55 –
Allianz – Executive Bonus Plans and Employee Retention

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Join us as we discuss the basics of SLAT’s, Loans to ILIT’s, and the benefits of trust planning in today’s estate planning environment.

Presented by Ron Lee- JD CLU ChFC CAP, Mutual of Omaha and Tony Wilson-EVP, ORG

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Join us as we discuss different ways to implement pensions into your planning and we’ll discuss different planning techniques such as cash balance and defined benefit plans.

Presented by Mary Read, National Director of Pension and Protection Planning, Pentegra and Tony Wilson- EVP, ORG

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Group Carve-Out Plans are more important than ever in a tight labor market where Employee Benefits are critical to Attracting and Retaining Key Employees. Join us as we discuss the benefits of the Protective Exec UL and how it can help you enhance your practice and get in front of more qualified prospects.

Presented by Pat Murray- Regional Vice-President, Protective and Tony Wilson- EVP, ORG

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Join us as we discuss how you can improve your client’s underwriting experience with the ORG Express underwriting platform. We’ll discuss how to efficiently submit your applications, utilize the ORG e-app tools and how to manage expectations for your clients.

Presented by Bethany Tran- Director of Case Management, ORG and Tony Wilson- EVP, ORG

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