Join us for a new three-part series; from Prospects to Plans and learn how you can build your practice and your bottom line with Business Owner Retirement Plans. We will be covering topics like how to talk to business owners who makes a good fit for a certain plan type, how to present illustrations to […]

A true master at the questions to ask your clients, that will have them asking YOU to sell them life insurance! He is a dynamic passionate speaker, and he’s got new ideas. You will walk away with sales ideas and a better understanding of how important our products are for your clients.

  Longevity changes everything. The good news is the “longevity bonus” has people now living longer and spending more time in retirement — but life spans don't always match health spans, which may create income and health challenges, as well as new caregiving considerations. During our webcast, Ken Dychtwald, Ph.D., Founder and CEO of Age […]

Join North American and Dr. Kevin Elko for a three-part series on being bold – in your identity, vision, and activities. Register for all three sessions to receive a digital copy of his ‘Be Bold’ workbook! #1: Big, bold identity Winning is big and bold. In this first session, Dr. Elko starts off by sharing […]

As you may have already heard, the Ways and Means Committee released a first draft of potential tax reform provisions, several of which could have a substantial impact on life insurance planning in 2022 and beyond. To provide you with up-to-date information on potential tax reform, the Pacific Life Advanced Designs Unit intends to have […]

On the heels of the September FOMC meeting, we are joined by Dr. Ben Bernanke, who served two terms as Chair of the Federal Reserve, from 2006 to 2014. As leader of the Federal Reserve during a momentous time of economic and financial crisis, he offers keen insight and analysis of the current global economic landscape—and […]

As a financial professional, you know how to uncover clients’ needs and align the appropriate financial tools to help them meet those needs. But, when it comes to life insurance, the connection needs to happen on an emotional level that inspires them to act. Telling stories is one way to do this. It is a […]

What: Take a deeper dive into MassMutual’s CareChoice and L100 products and the updates coming later this year resulting from changes to IRC Section 7702.

Join us to hear Professor Robert Shiller, a preeminent authority, share his macro-outlook for the U.S. economy and current market insights. During the interview, Laurence Black, founder of The Index Standard® and an index advisor to Professor Shiller, will ask questions about some of today’s pressing topics, including: How can the CAPE® Ratio be used […]