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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: How an annuity can affect your retirement outcomes The impact of different returns early in retirement Market cycles

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 […]