Join Athene's Becky Kearns, AVP Internal Sales, as she delivers in-depth background on the basics of annuities. You'll learn: What an annuity is, as well as how and why annuities are used Annuity types Annuity considerations related to safety/protection, income, tax deferral, and death benefit/liquidity options

Join Athene’s Eric Stanley, AVP Compliance, for the latest suitability process updates. He’ll also offer a closer look at the suitability form and product comparison worksheets required when doing business with Athene.

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 […]

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

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 Transitions Indices to our Income Pay ProSM and NAC BenefitSolutions® 10 FIAs.

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 […]

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® […]

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 […]

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 […]