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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 […]

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 […]

Combating sequence of returns risk

We’re taking a closer look at sequence of returns risk and how it can affect your clients’ retirement plans. Global Atlantic’s Thea Marasa-Scafidi will walk attendees through the following topics: […]