Join Michael Finke, Professor and Frank M. Engle Chair of Economic Security, The American College of Financial Services, for insights into goal-based retirement planning. You’ll learn about: Developing customized retirement income plans through a goal-based process Managing lifestyle volatility, not just portfolio numbers Understanding lifestyle tradeoffs related to investment and longevity risk

This is your last chance to register for this must-watch webinar with the founder of Crazy Good Talks®, Deirdre Van Nest. View the video below as Deirdre shares her excitement about this event, and why you won't want to miss it. In this interactive presentation, you will: Discover why every time you speak, you’re auditioning for […]

In 2024, Lincoln’s MoneyGuard® is more committed than ever to providing competitive and unique solutions for clients, robust value-add content to grow your business, and a professional partnership that aligns to delivering the best experience possible. This year, be on the lookout for exciting news, announcements, and opportunities that will demonstrate our #commitment to you […]

Did you know that two-thirds of "peak boomers" (the largest segment of baby boomers born from 1959 to 1964) will be financially challenged in retirement?¹ Learn how Nassau Fixed Indexed Annuities (FIAs) can help provide solutions, including: Guaranteed lifetime income options to help supplement Social Security or other retirement income sources² Jumpstarting retirement savings with up to […]

Hear from the leading voice in retirement income Join us on Tuesday, October 1 at 1 p.m. Central Time as author, economist and industry icon Tom Hegna presents “Paychecks and Playchecks: Retirement Solutions for Life,” an informative and engaging presentation focused on one of Americans' most pressing concerns – guaranteed income in retirement Learn how […]

Put Our Annuity Portfolio To Work For Your Clients! 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 […]

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 […]

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 […]