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 […]

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 […]

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:

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 […]

We are excited to announce that we are having an Ed Slott/Andrew Rinn OBBBA Webinar - Thursday, October 9 @ 11am CDT. Description: Join America's IRA Authority, Ed Slott, CPA, for a transformative presentation on maximizing retirement tax planning opportunities in 2025 and beyond. With new regulations and expiring low tax rates on the horizon, […]

Every three seconds, someone in the world is diagnosed with dementia.1 In addition to being one of the most pervasive diseases, the financial impact of dementia in the United States […]

Discover how simple life insurance policy reviews can uncover hidden opportunities for your clients. From increasing protection to reducing premiums, small updates can make a big impact. Join us to […]