Join Tom Martin, Sr. Life Product & Competition Analyst, for our Demystifying IUL Series In part 3 of our Demystifying IUL Series, Tom Martin will show you the competitive features of our IUL products, and demonstrate how they can be applied to meet your customer's needs

Here’s your chance to become more fluent in the world of foreign national underwriting. Register for our special webinar Wednesday, August 21, 2024, at 2 p.m. ET. This webinar will cover estate planning for foreign nationals, tax issues, qualified domestic trusts, and more. As one of the first life insurance companies to focus on international […]

Are taxable gains holding your clients back from accessing their non-qualified annuities? And are they planning for – or would they benefit from protecting against – future long-term care (LTC) expenses? If so, OneAmerica Financial has a solution. Our base-only Annuity Care® and Indexed Annuity Care products allow your clients to1035 exchange non-qualified annuities to […]

Are taxable gains holding your clients back from accessing their non-qualified annuities? And are they planning for – or would they benefit from protecting against – future long-term care (LTC) expenses? If so, OneAmerica FinancialSM has a solution. Our Annuity Care® and Indexed Annuity Care products allow your clients to transfer non-qualified annuities tax-free to […]

How many clients contributing to their retirement savings with pre-tax dollars expect their withdrawals will be taxed at a lower rate? Join Jay Kautt, Vice President of Advanced Markets at Athene, who will provide valuable details about Roth conversions and how a Roth conversion can provide valuable tax-free dollars both in retirement and for heirs. […]

Designed to give clients confidence they can reach their retirement goals, Nassau Bonus Annuity Plus℠ offers competitive total accumulation potential, powerful options for growth potential, and enhanced control over savings.² […]

With our launch of Nassau Bonus Annuity Plus℠, we have even more ways to help your clients grow their retirement savings! You now have a broad range of accumulation-focused strategies […]

Join us for 10-Minute Mondays, a webinar series exclusively for financial professionals. In just 10 minutes you’ll learn how to grow your business with the foundation of a new strategy […]

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 […]