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 […]
Q4 Global Wealth Investment Strategist Update
Paula Campbell Roberts, Chief Investment Strategist for KKR’s global wealth business will be joined by special guests James Cunningham, Partner with KKR’s Infrastructure business and Vance Serchuk, Executive Director of the KKR Global Institute to discuss what the Trump 2.0 era could mean for investors, including How will the economic backdrop shift globally? What might […]
Join Our Webinar: Expanding Your Reach – Growing Your Network
In this webinar, you’ll learn: Strategic Networking: Best practices for connecting with clients and prospects on social media. Utilizing Tools: How to use social media features and platforms to amplify your network and streamline your connections. Engagement Techniques: Proven strategies for fostering meaningful interactions and nurturing long-term relationships.
Tools to Help You Grow Your Business
Are you looking for tools to help grow your life insurance business? Check out North American's Marketing Hub website and explore product specifications, key marketing materials, accelerated underwriting, and more!
Tax-advantaged solutions for Inherited/Stretch IRAs
Tax-advantaged solutions for Inherited/Stretch IRAs Learn why EquiTrust can be an ideal landing spot for ineligible beneficiaries who’ve inherited an IRA. We’ll cover: Converting an Inherited IRA to a Non-Qualified contract SECURE Act rules and requirements Our simple mirrored contract process, including a hypothetical example Distinct EquiTrust advantages, including Income Benefit Rider eligibility
Maximize Inherited IRAs with robust EquiTrust solutions
Inheriting an IRA comes with its share of complexities. But for the beneficiaries you work with, it doesn’t have to be overwhelming. Did you know there’s a simple, flexible way to help ineligible beneficiaries transfer an Inherited IRA to a Non-Qualified contract at EquiTrust? Join our webinar to learn how to unlock new sales […]
Advanced Markets Top 5
Athene’s Advanced Markets team is celebrating its one-year anniversary with a recap of the top five topics the team helped address in 2024. Join Jay Kautt, Vice President of Advanced Markets, who’ll overview services the team offers plus provide an update on regulations that may impact your business. Learn more about: The Qualified Charitable Distribution […]