We just unveiled our newest retirement solution—and we can't wait to tell you all about it.

Don't miss our upcoming webinar featuring Marshall & Stevens, specialists in business valuations! In this session, you'll learn what a business valuation consists of, how they are calculated and can help streamline the financial underwriting process. Plus, see how they can be leveraged for business and estate planning as an overall value-add for you and […]

Three Key Trends Shaping the Long-Term Care Marketplace The long-term care (LTC) landscape is evolving due to changing demographics, shifting consumer needs and technological advancements. As people live longer, experience more cognitive disorders and family structures change, the demand for care services is growing. Meanwhile, these factors are shaping the expectations for care among older […]

Join us to learn how this new Indexed Universal Life (IUL) product can help provide growth potential, optionality, and protection to your clients. During this event, our team will uncover: The product design, key features, indexed account strategy and differentiators Strategies to help clients grow and protect their wealth Tools to make implementation seamless for […]

Understanding the fundamentals of business planning is essential for entrepreneurs to set their ventures on the path to success By familiarizing your business owner clients with these fundamentals – including types of business entities, taxation processes, employee compensation strategies, and future planning considerations – you can help them make informed decisions, maximize their resources, and […]

The qualified business income (QBI) deduction may be extended in the current administration. Small business owners should maximize this opportunity while preparing for future changes. Join us as we discuss ways to capitalize on the current QBI deduction through executive bonus, split dollar and key person strategies.

Join North American as author, economist, and industry-icon Tom Hegna shares seven simple steps to a happy retirement in “Don’t Worry, Retire Happy!” Whether your clients are just starting or have built significant savings, this presentation highlights strategies to help maximize retirement income with minimal risk.