Help clients turn retirement savings into retirement income their way with our strong benefit base bonus options and flexible rider features.¹ Join our next webinar to see how your clients can: ·         Receive up to a 45%² cumulative bonus credit to their income benefit base in years 1-3 ·         Potentially maximize Social Security through delaying […]

Demystifying Inherited IRAs is a virtual workshop that focuses on how IRA rules have changed since the passage of the Secure Act and what financial professionals can do to optimize their clients’ strategies. Topics to be discussed: Vocabulary of Inherited IRAs Pre-Secure Act business Categories of beneficiaries

How many clients contribute to their retirement savings with pre-tax dollars and expect their withdrawals will be taxed at a lower rate? Join Jay Kautt, Vice President of Advanced Markets at Athene, who will provide valuable details about Roth conversions and why now may be a key time to discuss them with clients. Basics of a […]

Comprehensive Coverage At A Competitive Price   Fast case approval with instant decision Rapid underwriting ad policy issuance Competitively priced plans A dedication to best in class service   Did you know?   Sixty-six percent of Americans are worried about rising healthcare costs in retirement¹ About 4.1 million Americans are turning 65 this year and […]

Join industry expert John Rafferty of Rafferty Annuity Framing for a conversation on preparing for an increasingly pensionless future. He’ll discuss how you can help clients simplify the complex as they navigate today’s retirement income planning landscape Understand key factors needed in any retirement income planning process Identify which factors are known and unlikely to change, and […]

American National Ins. Co. is extremely excited to announce the newest member of the American National FIA family; Rate Certainty Annuity (RCA).   Have FIA renewal caps and rates ever disappointed you and your client?  Ever dreaded the client annual review because of lowered renewal rates? How about getting the “re-allocation notice” and being required […]

Join Patti Hausherr, Athene’s VP - Sales Strategy, who’ll provide communication best practices that can help you be more effective, including how and when to vary your style and approach. You’ll learn: The role effective communication can play in client relationships and why it can be so important to your success. Different communication behaviors and assess […]

Join industry expert John Rafferty of Rafferty Annuity Framing for a conversation on preparing for an increasingly pensionless future. He’ll discuss how you can help clients simplify the complex as they navigate today’s retirement income planning landscape. Understand key factors needed in any retirement income planning process Identify which factors are known and unlikely to change, […]

The focus of this Webinar is: Myths and Realities of Needing a Guarantee John Hancock Real World Performance PUL PIUL SVUL Case Studies New Illustration Reports and Resources Comparison Tool Side Fund Report (Coming soon!) There will be a brief Q&A at the end of the Webinar. We look forward to having you attend the […]

American National Ins. Co. is extremely excited to announce the newest member of the American National FIA family; Rate Certainty Annuity (RCA).  Have FIA renewal caps and rates ever disappointed you and your client?  Ever dreaded the client annual review because of lowered renewal rates? How about getting the “re-allocation notice” and being required to […]