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Mutual of Omaha LTC Awareness

Do you need new creative ideas to market LTC programs? Mutual of Omaha knows that planning for long-term care is critical especially during retirement. This is why they are wanting to help show more effective ways to promote LTC programs to clients. Mutual of Omaha is hosting webinars October 29th and 31st. Our Long-Term Care Team is also here to […]

New Rate Certainty Annuity Webinar

Join us for a comprehensive overview of the NEW Rate Certainty Annuity coming soon! Rate Certainty Annuity provides a straightforward, long-term savings solution clients can easily grasp. With a blend of growth and safety, individuals can be assured that their funds are protected while maximizing their growth potential.

Lincoln Financial and Capital Group: Washington News

Lincoln Financial invites you to join us for a live webinar that features industry specialist Kellin Clark from Capital Group. Kellin will be joined by David Wood and Kevin Jones to address the questions on everyone’s mind once the election results are in, including: How will the post-election results impact the markets? Can we expect […]

Advanced IRA strategies

This week you’ll learn: Strategies for high earners and HNW retirees New Options available with Secure 2.0 Other IRA best practices

Discover Athene AscentSM Pro 10 Bonus: A FIA focused on income

Join Athene’s Jerry Larkin, Vice President, Relationship Manager, who’ll share how Athene AscentSM Pro 10 Bonus can help your clients ensure their income lasts as long as their retirement. He’ll speak about the recently enhanced income-focused fixed indexed annuity (FIA) and share product features including: A built-in income rider (for a charge) allowing clients to […]

The Washington Update with Jeff Bush: Decoding the 2024 Election

I want to invite you to join Jeff Bush, Principal at The Washington Update, and Amber Williams, SVP, Head of Client Investment Strategies at Lincoln Financial, for an engaging, LIVE Decoding the 2024 Election webinar, focused on an in-depth analysis of the election results and what it means for investors and the financial industry. Presented […]

Protecting Client Assets in the Face of Alzheimer’s

Join Dan Gallina, Head of National Accounts at Oceanview Life, for an exclusive webinar on The Financial Impact of Alzheimer’s, sharing financial strategies to help protect your clients facing an Alzheimer's diagnosis   What you'll learn: Critical steps for safeguarding client assets Key financial protection strategies Long-term care planning options

Protecting Client Assets in the Face of Alzheimer’s

Join Dan Gallina, Head of National Accounts at Oceanview Life, for an exclusive webinar on The Financial Impact of Alzheimer’s, sharing financial strategies to help protect your clients facing an Alzheimer's diagnosis.

Are you neglecting these LTC prospects?

Most financial professionals wait to talk to clients about long-term care (LTC) and chronic illness (CI) until they’re “old” enough — if they have the conversation with clients at all. But getting coverage tends to get harder as clients get older, so waiting to discuss LTC planning may mean missing your window of opportunity. But […]