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 […]

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 […]

Join us to discover the life insurance opportunity with foreign nationals. Foreign nationals have unique planning considerations and can benefit from your help. Learn what makes life insurance attractive to them and how to identify eligible clients in your book of business.

We'll share some helpful tips for leveraging social media to grow your sales.

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: […]

Join North American’s sales leaders for an in-depth discussion on our A+ rated1, top-selling guaranteed income fixed index annuities (FIAs). Discover the latest enhancements, including the addition of the Barclays […]

Join the Bank of America team as they recap the Nasdaq Fast Convergence Index, powered by BofA. You'll learn: How this adaptive index has performed this year Insights to help clients understand […]

We invite you to an important webinar that will help you understand The Department of Labor’s new Retirement Security Rule. This rule requires insurance-only professionals to meet a Fiduciary Standard […]