Join our monthly trimester webinar featuring Karen Hofmann, Vice President, Advanced Planning at Prudential. We’ll explore innovative and tax-efficient strategies that high-net-worth clients can use to pay for life insurance […]

Most of your clients understand that annuities can provide a guaranteed income stream for life, or that they can simply be used as an accumulation asset in their portfolio. But […]

North American's web-based illustrations can help make running illustrations easier and faster. Join us for a two-part webinar series to learn common solves for these popular products:

June is Alzheimer’s & Brain Awareness Month – a powerful reminder of how long-lasting and emotionally complex care needs can become, especially in the face of progressive conditions like Alzheimer’s […]

We are excited to announce that we are having an Ed Slott/Andrew Rinn OBBBA Webinar - Thursday, October 9 @ 11am CDT. Description: Join America's IRA Authority, Ed Slott, CPA, […]