Join Athene’s Suitability Team for the latest suitability process updates. They’ll also offer a closer look at the suitability form and product comparison worksheets required when doing business with Athene

Join Ed Slott, CPA, for The 2025 IRA revolution: guide to helping turn tax challenges into maximum client value. You’ll learn about: Impacts a new tax agenda could have on your clients' retirement strategies and ways to help them navigate potential changes Traditional IRAs' diminishing value and ways to pivot for modern estate planning Advanced […]

Join Timothy Uecker, CIMA®, and Managing Director for PGIM Intermediary Distribution, as he speaks about bear market triggers—what they are, how to recognize them, and why previous events have valuable lessons for clients. He’ll cover four key areas, which he refers to as “RSVP”: Recession—our perspective on current economic activity Shocks—market resilience to unpredictable elements […]

Who doesn't love to work more efficiently? Lucky for you, Web-Based Illustrations can help make running illustrations for life insurance easier and faster! Attend this webinar to learn how to illustrate our products and access different reports in North American's Web-Based Illustrations Platform.

Join Heather Schreiber, RICP®, NSSA®, IRMAACPTM, for an engaging webinar that redefines retirement planning through the lens of today’s women with targeted strategies to meet their needs. Learn more about: Women's perspectives on retirement and how these views shape their interactions with financial professionals. Targeted strategies to help address women’s top financial concerns. Social Security autonomy and opportunities […]

Join Anu Ganti, Head of U.S. Index Investment Strategy at S&P Dow Jones Indices, as she shares a 2024 market recap. Specifically, she’ll: Offer a year-end wrap of the U.S. and global markets, including performance across large to small caps, concentration trends, and factor performance. Highlight active manager performance versus the S&P 500 globally. Share early 2025 themes, […]

You’re invited to Global Atlantic’s 2025 IMO Kickoff webinar where you’ll learn everything our broad range of products can do for your clients. You’ll also get a chance to discover all the advantages that our new Premier Partnership Program has to offer. You’re invited to Global Atlantic’s 2025 IMO Kickoff webinar where you’ll learn everything […]

More Ways to Help Grow Your Business! Now's the time to go all in with Nassau! Get sales strategies to help position our comprehensive, consistent retirement solutions amid the rapidly evolving market landscape. We’re also enhancing our competitive programs for producers who do more repeat business. Learn more about the opportunities Nassau is now offering […]

What will happen in the new administration? Will it be Taxmageddon or Taxapalooza? Join Securian Financial for a broad rundown of potential tax changes in the new year.