So You Want to Sell Pensions: Part One
2021-01-06 13:00 - 14:00 (America/New_York)
Join us for a new three-part series; from Prospects to Plans and learn how you can build your practice and your bottom line with Business Owner Retirement Plans. We will be covering topics like how to talk to business owners who makes a good fit for a certain plan type, how to present illustrations to the client, how to set up a plan and start making contributions. Begin 2021 with ideas and strategies that will jumpstart your production for the year!
Register Here

Virtual prospecting secrets for attracting and securing new clients
2021-01-12 14:00 - 15:00 (America/New_York)
Gain insights and recent cases studies on how financial professionals are using virtual marketing strategies to help attract new clients and close more sales. Based on current academic-level research done with financial professionals, this engaging presentation is filled with real examples of what some of the most successful are doing and what is working to attract and win new business.

Find out which marketing strategies are generating the best prospects
Learn what’s working to prepare and host a virtual prospect meeting
Use simple strategies for improving your video presence
Uncover softer-side closing strategies that help get your prospect to say “yes” while in a virtual meeting

Register Here

Safe Harbor 401(k) Plans
2021-01-20 13:00 - 14:00 (America/New_York)
Join us for a 30-minute webinar as we present 401(k) plans designed to meet your business owner’s retirement goals.Plus learn how you can help your business owners save on their current taxes and still provide tax free income at retirement.
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Proven Business Life Insurance Sales Ideas
2021-01-21 14:00 - 14:30, 2021-02-18 14:00 - 15:00 (America/New_York)
Please join us for a webinar that will demonstrate the various ways you can help a business owner protect themselves, their business, their employees, and insure their future. Proven Business Life Insurance Sales Ideas will review topics such as buy-sell, key man, executive bonus for employees, and sub-s business owners. It’s a huge market you should all be working in. Let us show you how!
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Demystifying IUL Series: Mechanics (Part 1)
2021-01-26 14:00 - 15:00 (America/New_York)
Confused on how indexed universal life insurance (IUL) really works? Join Tom Martin, Senior Life Product & Competition Analyst, for our Demystifying IUL Series. Part one will cover IUL mechanics and the basic functionality of IUL products.
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GWIC Final Expense 101
2021-01-28 16:00 - 17:00, 2021-02-10 16:00 - 17:00, 2021-02-23 17:00 - 18:00 (America/New_York)
Join us to learn all about what makes GWIC a great company from Administration, Sales and Marketing Tools, and policy details.
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So You Want to Sell Pensions: Part Two
2021-02-03 13:00 - 13:30 (America/New_York)

Demystifying IUL Series: Index Credits (Part 2)
2021-02-11 14:00 - 15:00 (America/New_York)
Don’t miss the second installment of the Demystifying Indexed Universal Life Insurance (IUL) series. Join Tom Martin, Senior Life Product & Competition Analyst, to find out how index credits work on IUL Products.
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Life Insurance in Defined Benefit Pension Plans
2021-02-17 13:00 - 13:30 (America/New_York)
There are many opportunities to add life insurance to pension plans due to the advantages and cost-effective method of purchase. Learn more about our Limited Pay Whole Life Product and discover how and why so many small business owners elect to include life insurance in their pension plan.
Join American National for a FREE 30-minute presentation that will open your eyes to the possibilities of finding premium money within a qualified plan.
Register Here

Attracting your best clients through referrals
2021-02-18 14:00 - 15:00 (America/New_York)
Ready to grow your life insurance business? Join North American and Red Zone Marketing® for a webinar on attracting clients through referrals. Learn which messaging and strategies are generating referrals and personal introductions right now.

Find out how Red Zone’s top agents are generating unsolicited referrals
Learn Red Zone’s proven methods for asking for referrals based in purpose (not sales-focused)
Get tips for addressing referrals on the phone, in email, and through follow up strategies

Register Here

Demystifying IUL Series: Compelling Features (Part 3)
2021-02-23 14:00 - 15:00 (America/New_York)
In part three of our Demystifying IUL Series, Tom Martin will show you the most competitive features of our IUL products, and demonstrate how they can be applied to meet your customer’s needs.
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Retirement Planning in Challenging Times: SECURE Act, CARES Act, and What’s Coming
2021-03-02 12:00 - 13:00 (America/New_York)
Your clients may be wondering if they are on target for retirement, especially in light of all of the challenges we’ve experienced in the last year. These challenges may actually provide some unexpected opportunities, however. During this webinar, Steve Parrish will provide insight into retirement planning, focusing on these areas: the SECURE Act, Covid-19 and the CARES Act, Social Security insecurity, potentially new RMD (required minimum distributions) tables, tax uncertainty, and laws and regulations on the horizon, including the SECURE Act 2.0. Steve will walk through how to address some of the issues your clients may be facing (like potentially higher taxes in retirement, economic fluctuations, etc.) and how life insurance may assist with your clients’ retirement planning. We’ll wrap it up with several hypothetical case studies. Please join us as Steve provides his expertise on how to effectively walk your clients through the current retirement planning challenges, and some ideas on how your clients may boost their retirement savings.

Register Here

So you Want to Sell Pensions: Part 3
2021-03-03 13:00 - 14:00 (America/New_York)

Roth 401(k)
2021-03-17 13:00 - 14:00 (America/New_York)
Join American National as we talk about the Modern 401(k) Plan. Learn how you can help your business owner clients save on taxes now and achieve some tax-free income at retirement by utilizing Roth contributions inside a 401(k) plan. We will go over the advantages and special considerations of this plan feature.
Register Here

NAIFA-Broward Meeting with Van Mueller, LUTCF, LACP!
2021-09-15 10:30 - 13:00 UTC | The Fort Lauderdale Country Club, 415 E. Country Club Circle, Plantation, FL, 33317, United States
A true master at the questions to ask your clients, that will have them asking YOU to sell them life insurance! He is a dynamic passionate speaker, and he’s got new ideas. You will walk away with sales ideas and a better understanding of how important our products are for your clients.

The New Long-Term Care Equation: The Changing Roles of Money, Health, Family and Dignity
2021-09-15 14:00 - 15:00 (Asia/Karachi)
Longevity changes everything. The good news is the “longevity bonus” has people now living longer and spending more time in retirement — but life spans don’t always match health spans, which may create income and health challenges, as well as new caregiving considerations.

During our webcast, Ken Dychtwald, Ph.D., Founder and CEO of Age Wave, will share his research-driven insights and will cover:

· The disparity between life spans and health spans
· Impact of the rising costs of care
· Changing role of caregivers and importance of planning as a family
· How to start the LTC planning conversation

John Kennedy, President of Lincoln Financial Distributors, will kick off the event and Bill Nash, SVP and Head of Lincoln MoneyGuard® Distribution, will join Ken after the presentation for a question and answer session.

Speaker: Ken Dychtwald, h.D., Founder and CEO of Age Wave
Date: Wednesday, September 15, 2021
Time: 2:00 p.m. ET

CE credit available: CFA, CFP, CIMA, CLU/CHFC, CPA, CPWA, CRPC, CRPS, FPQP, TX CPA

Be Bold Series with Dr. Kevin Elko
2021-09-16 13:00 - 14:00 (Atlantic/Azores)
Join North American and Dr. Kevin Elko for a three-part series on being bold – in your identity, vision, and activities. Register for all three sessions to receive a digital copy of his ‘Be Bold’ workbook!
#1: Big, bold identity
Winning is big and bold. In this first session, Dr. Elko starts off by sharing the importance of big, bold identity and believing in yourself. This webinar sets the stage for the follow-up webinars: bold vision and bold activity.
#2: Big, bold vision
People who have done unbelievable things had unbelievable vision. In the second session, Dr. Elko will share how big, bold vision, and the focus to accomplish that vision, can help you achieve bold results.
#3: Big, bold activity
Nothing works unless you do. What are you willing to give up to accomplish your big, bold vision? In the final session, Dr. Elko will share how daily goals and measurable activities bring you closer to achieving bold results

ADU Tax Reform Webinar
2021-09-17 09:00 - 09:30 (Asia/Krasnoyarsk)
As you may have already heard, the Ways and Means Committee released a first draft of potential tax reform provisions, several of which could have a substantial impact on life insurance planning in 2022 and beyond.
To provide you with up-to-date information on potential tax reform, the Pacific Life Advanced Designs Unit intends to have a series of short informal webinars throughout the process to keep you up to date with the information that you need. The first of these webinars will be this coming Friday at 9 AM Pacific Time (scheduled for 30 minutes).
Please use the below link to register for the webinar. While this webinar is designed for you, you may invite producers that would benefit from the information provided. To minimize complications, we will not have a formal invitation for these webinars so please forward the below link to the appropriate producers so they can register as well.

Principal Speaker Series: A conversation with Ben Bernanke
2021-09-23 10:00 - 11:00 UTC
On the heels of the September FOMC meeting, we are joined by Dr. Ben Bernanke, who served two terms as Chair of the Federal Reserve, from 2006 to 2014. As leader of the Federal Reserve during a momentous time of economic and financial crisis, he offers keen insight and analysis of the current global economic landscape—and challenges facing the world today.

How to Master the Art of Storytelling
2021-09-23 14:00 - 15:00 UTC
As a ﬁnancial professional, you know how to uncover clients’ needs and align the appropriate ﬁnancial tools to help them meet those needs. But, when it comes to life insurance, the connection needs to happen on an emotional level that inspires them to act. Telling stories is one way to do this. It is a powerful way to inﬂuence, inspire, and forge connections with your listeners.

MassMutual Broker Webcast September Series: CareChoice and L100
2021-09-23 14:00 - 15:30 UTC
What: Take a deeper dive into MassMutual’s CareChoice and L100 products and the updates coming later this year resulting from changes to IRC Section 7702.

Macroeconomics with Professor Robert Shiller
2021-10-07 12:00 - 12:30 (America/New_York)
Join us to hear Professor Robert Shiller, a preeminent authority, share his macro-outlook for the U.S. economy and current market insights. During the interview, Laurence Black, founder of The Index Standard® and an index advisor to Professor Shiller, will ask questions about some of today’s pressing topics, including:

How can the CAPE® Ratio be used for investing?
What are the current market narratives?
What are your biggest views on the economy, and how could they impact markets?

Allianz 222® Annuity
2021-10-12 14:00 - 14:30 (America/New_York)
Join one of our upcoming webinars in our POWER OF PRODUCT series – featuring our most popular sessions plus NEW session content we developed based on your feedback. Choose a product session to get an overview of one of our best-selling fixed index annuities. Already a product expert? Learn about our innovations in indexing, or join our newest session on finding the right product fit.

LEAD Speaker Series with Ed Slott, CPA
2021-10-13 14:00 - 14:30 (America/New_York)
Please join us for our next LEAD speaker series virtual event with nationally recognized retirement distribution expert and best-selling author, Ed Slott, CPA, on October 13, 2021 at 1:00 p.m. Central time. You will also have the opportunity to hear from Brett Novielli, Divisional Vice President, Life Insurance.

We know your time is valuable, which is why our Allianz LEAD series brings you industry-renowned speakers who provide immediate, actionable insights and learnings to ensure your time with us is well spent.

Join us for this event, and you will have the opportunity to hear insights into:

Planning for the end of stretch IRAs
Tax implications of new post-death payout rules on your clients retirement savings
Alternative solutions to put clients’ savings in a better position, providing larger inheritances with more control and less tax
Life insurance being a potential alternative solution

Complete your registration today, and we’ll see you on October 13 at 2:00 p.m. EST!

The Truth About Life Insurance
2021-10-14 14:00 - 14:30 (America/New_York)
Join Charles Perrault, Director, Advanced Planning, as he walks you through some common life insurance myths. Chuck will provide the evidence needed to finally put to rest these irrelevant and out-of-date misconceptions held by clients and some financial professionals:
“The life insurance process is too complex”
“I don’t need life insurance”
“Life insurance benefits are only for after I die”
You will leave this session with knowledge to have more effective conversations that showcase the power and value of life insurance as part of a holistic strategy.

Indexing Innovation Insights
2021-10-14 14:00 - 14:30 (America/New_York)

Allianz 360SM Annuity
2021-10-19 14:00 - 14:30 (America/New_York)
