Events
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Inherited IRA/Annuity for LTC : OneAmerica Care Solutions Deep Dives Series
This free series goes in-depth on topics related to our asset-based long-term care (LTC) protection.
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Asset Care: Creating Financial Certainty in Uncertain Times: OneAmerica Care Solutions Deep Dives Series
This free series goes in-depth on topics related to our asset-based long-term care (LTC) protection.
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The Great Wealth Transfer – Plan today for tomorrow’s clients
Join us for a live webinar to see why more and more top producers are incorporating conversations around death benefits into their retirement income planning conversations. In this session, we will cover: A solution for creating a legacy that lasts by guaranteeing a payout to your clients' beneficiaries How to reduce the potential for taxes […]
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Real Life. Real Predictable Living Benefits.
With an A+ Rating from AM Best and a 96 Comdex Rating, Come and Learn Why Columbus Life Could Be a Great Fit for Your Business! Columbus Life has some has some great ideas to share with you regarding their industry leading advantages when it come to Index Universal Life Insurance. Cut through the confusion […]
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Annuity basics: Ways annuities can expand your practice
Join Athene's Becky Kearns, AVP Internal Sales, as she delivers in-depth background on the basics of annuities. You'll learn: What an annuity is, as well as how and why annuities are used Annuity types Annuity considerations related to safety/protection, income, tax deferral, and death benefit/liquidity options
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Suitability updates you need to know
Join Athene’s Eric Stanley, AVP Compliance, for the latest suitability process updates. He’ll also offer a closer look at the suitability form and product comparison worksheets required when doing business with Athene.
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The Impact of U.S. vs. Connelly on Estate Valuation and Buy-Sell Agreements
Join us for an insightful webinar exploring the landmark case of U.S. vs. Connelly and its profound implications for estate valuation and buy-sell agreements. This session is designed to help financial professionals learn about how to accurately value their clients' estates in a buy-sell agreement Key Topics: U.S. vs. Connelly Case Overview Importance of Accurate […]
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5 Social Security concepts you need to know – part 1
Join highly regarded Social Security and retirement thought leader Heather Schreiber, RICP®, NSSA®, IRMAACP™, who will show you ways to turn critical Social Security concepts into strategy-based holistic retirement solutions — without requiring you to be a Social Security expert. In part 1 of a two-part webinar series, she’ll share ways to: Broaden the scope […]