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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 […]

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: […]

Webinar: BofA Securities Index Report

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 […]

Department of Labor Fiduciary Standard

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 […]