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Five topic-specific seminars
have been approved by Mutual.
- Focus on Charitable Giving
provides answers to critical questions about
the benefits of charitable giving. It outlines
the entire giving process including what, why,
how and when to give.
- Focus on Estate Conservation
teaches you about the need for careful action
when it comes to managing an estate. This seminar
illustrates the problems, delays and expenses
that often accompany intestacy and probate.
- Focus on Long-Term Care dispels
common misconceptions, such as, "It will
never happen to me" and "Medicare
will pay for it" as well as the peril of
relying on family members for care. Long-term
care insurance is presented as a critical part
of financial planning and management.
- Focus on Retirement educates
individuals about the importance of starting
early to save for retirement. It shows how to
calculate the cost of retirement and identify
potential sources of retirement income, as well
as how to evaluate personal savings and investment
strategies.
- Focus on Annuities teaches
about the annuity as a creative retirement and
accumulation vehicle. This seminar provides
clear, concise explanations of deferred and
immediate annuities, fixed and variable returns,
sub-accounts and the benefits of tax-deferred
compounding.
Read some transcripts from
previous seminars:
Financial Goals for Singles
Critical Illness Insurance
Giving While You're Living
Annuities
Flexibility of Life Insurance
Trust Fundamentals
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