Calendar of Events
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Tax-efficient insurance funding
Tax-efficient insurance funding
Join our monthly trimester webinar featuring Karen Hofmann, Vice President, Advanced Planning at Prudential. We’ll explore innovative and tax-efficient strategies that high-net-worth clients can use to pay for life insurance premiums, including: Private financing through an Irrevocable Life Insurance Trust (ILIT) that helps minimize estate and gift taxes. Selling an asset to an Intentionally Defective […]
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Annuity Sales Webinar
Annuity Sales Webinar
Most of your clients understand that annuities can provide a guaranteed income stream for life, or that they can simply be used as an accumulation asset in their portfolio. But are they aware of some of the unique income tax advantages that may be available? In recognition of Annuity Awareness month, join Mutual of Omaha’s […]
Wired for Wednesdays: Your Software Learning Hub
Wired for Wednesdays: Your Software Learning Hub
North American's web-based illustrations can help make running illustrations easier and faster. Join us for a two-part webinar series to learn common solves for these popular products:
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Long-Term Care Planning in the face of Alzheimer’s and Dementia
Long-Term Care Planning in the face of Alzheimer’s and Dementia
June is Alzheimer’s & Brain Awareness Month – a powerful reminder of how long-lasting and emotionally complex care needs can become, especially in the face of progressive conditions like Alzheimer’s and dementia. Join OneAmerica Financial for a special live webinar that focuses on how to prepare for the long road of care – with a […]