• 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 how indices like this could help them withstand market volatility How clients could capitalize on some of growth potential of the Nasdaq-100 to help build their […]

  • 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 when managing clients’ qualified funds. It’s crucial to get ready now with the Sept. 23, 2024, deadline approaching. Regional Vice President Paul Garofoli, FLMI, RICP® […]

  • REGISTER TODAY FOR OUR JULY 24 BRIDGE® WEBINAR

    Bridge guaranteed approval Join us tomorrow for an exclusive webinar to learn more about guaranteed approval for Bridge long-term care benefits. The Assured Digital Underwriting process with guaranteed approval Bridge’s three underwriting classes How clients can qualify for Bridge Secure class with no underwriting and no interview Five health questions to qualify for higher underwriting […]

  • Offer Our Retirement Solutions At Your Upcoming Client Meetings

    We've got options if your clients are looking for competitive rates to help boost retirement savings, income that fits seamlessly into their planning goals, or multidimensional protection in one annuity! Join our sales team for an overview, including: Strong cap and participation rates with Nassau Growth Annuity® and Nassau Bonus Annuity℠ ¹ Customizable income planning to help […]

  • Allianz IUL Product Launch!

    Webinar Topics Will Include: -Carrier rated A+ by AM Best! -Enhanced product designed to generate more income! -New, lower target solve option for enhanced accumulation! -Reduced premium charges in the early years! -Risk class upgrade program is still in effect! -Receive Standard to Preferred Best or Standard Tobacco to Preferred Tobacco! -Table shave program from […]

  • The Newest Trends in Life Settlements

    This course examines the trends driving the secondary market’s continued growth and provides an overview of the five most common applications advisors use today. The presentation will specifically discuss term settlements, policy replacement strategies, Retained Death Benefit options (with and without a cash settlement), and settlements for smaller face policies, using several case examples to […]

  • 5 Social Security concepts you need to know – part 2

    Join highly regarded Social Security and retirement thought leader Heather Schreiber, RICP®, NSSA®, IRMAACP™, who will teach you how to turn critical Social Security concepts into strategy-based holistic retirement solutions — without requiring you to be a Social Security expert. In part 2 of her two-part webinar series, she’ll: Share how to use the breakeven question […]