webinar Archives - Underwriters Brokerage Service

webinar

Who Pays for Care? Insurance Solutions and Medicaid Planning Strategies- CFP Webinar

Who Pays for Care? Insurance Solutions and Medicaid Planning StrategiesDate & TimeJun 30, 2026 11:00 AMRegister HereWhether it’s advisor-led or client-initiated, many conversations today turn to long-term care and how best to plan for it. For each unique client situation, there can be several strategies that may or not suit the client’s needs, means, and […]

Webinar-Estate Planning and Long-Term Care: The New Wealth Transfer. Eligible for CFP and PA CE Life Insurance Credit!

Join us as we provide crucial insight into the health and wealth of America, with analysis of long-term care and its effect on estate planning for mass-affluent and high-net-worth clients.Data and case studies will provide:Insight as to how long-term care planning should be part of the overall estate planning discussionEducation on strategic initiatives to aid […]