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A comprehensive guide to navigating Roth conversions
A comprehensive guide to navigating Roth conversions
How many clients contributing to their retirement savings with pre-tax dollars expect their withdrawals will be taxed at a lower rate? Join Jay Kautt, Vice President of Advanced Markets at Athene, who will provide valuable details about Roth conversions and how a Roth conversion can provide valuable tax-free dollars both in retirement and for heirs. […]
Lock in Higher Gains: Up to 18% Up-front Premium Bonus1
Lock in Higher Gains: Up to 18% Up-front Premium Bonus1
Designed to give clients confidence they can reach their retirement goals, Nassau Bonus Annuity Plus℠ offers competitive total accumulation potential, powerful options for growth potential, and enhanced control over savings.² Discover how Nassau Bonus Annuity Plus can help clients: Capture the positive performance of three market indices to grow retirement savings³ Address liquidity needs with 5% annual […]
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Accumulation Potential Served Up Three Ways!
Accumulation Potential Served Up Three Ways!
With our launch of Nassau Bonus Annuity Plus℠, we have even more ways to help your clients grow their retirement savings! You now have a broad range of accumulation-focused strategies to offer, including: Nassau Growth Annuity®: a pure growth potential play with higher crediting rates, 10% annual free withdrawals¹, and 7- or 10-year surrender charge […]
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10-Minute Mondays: Prudential Momentum IUL Product Design
10-Minute Mondays: Prudential Momentum IUL Product Design
Join us for 10-Minute Mondays, a webinar series exclusively for financial professionals. In just 10 minutes you’ll learn how to grow your business with the foundation of a new strategy and the typical client profile. This event is for financial professionals only. Webinar Information: Attention - there is no dial-in for this webinar. Audio […]
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A goal-based approach to retirement income planning
A goal-based approach to retirement income planning
Join Michael Finke, Professor and Frank M. Engle Chair of Economic Security, The American College of Financial Services, for insights into goal-based retirement planning. You’ll learn about: Developing customized retirement income plans through a goal-based process Managing lifestyle volatility, not just portfolio numbers Understanding lifestyle tradeoffs related to investment and longevity risk
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Elevate your communication—secure new business with confidence
Elevate your communication—secure new business with confidence
This is your last chance to register for this must-watch webinar with the founder of Crazy Good Talks®, Deirdre Van Nest. View the video below as Deirdre shares her excitement about this event, and why you won't want to miss it. In this interactive presentation, you will: Discover why every time you speak, you’re auditioning for […]
MoneyGuard® Third Thursday
MoneyGuard® Third Thursday
In 2024, Lincoln’s MoneyGuard® is more committed than ever to providing competitive and unique solutions for clients, robust value-add content to grow your business, and a professional partnership that aligns to delivering the best experience possible. This year, be on the lookout for exciting news, announcements, and opportunities that will demonstrate our #commitment to you […]
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Adress Clients Top Concerns With The Nassau Portfolio
Adress Clients Top Concerns With The Nassau Portfolio
Did you know that two-thirds of "peak boomers" (the largest segment of baby boomers born from 1959 to 1964) will be financially challenged in retirement?¹ Learn how Nassau Fixed Indexed Annuities (FIAs) can help provide solutions, including: Guaranteed lifetime income options to help supplement Social Security or other retirement income sources² Jumpstarting retirement savings with up to […]
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Exclusive live webinar with Tom Hegna
Exclusive live webinar with Tom Hegna
Hear from the leading voice in retirement income Join us on Tuesday, October 1 at 1 p.m. Central Time as author, economist and industry icon Tom Hegna presents “Paychecks and Playchecks: Retirement Solutions for Life,” an informative and engaging presentation focused on one of Americans' most pressing concerns – guaranteed income in retirement Learn how […]
Product Offering Need A Reboot? Try Nassau!
Product Offering Need A Reboot? Try Nassau!
Put Our Annuity Portfolio To Work For Your Clients! Help clients turn retirement savings into retirement income their way with our strong benefit base bonus options and flexible rider features.¹ Join our next webinar to see how your clients can: · Receive up to a 45%² cumulative bonus credit to their income benefit base in […]
Help Clients Transform Savings Into Income Their Way!
Help Clients Transform Savings Into Income Their Way!
Help clients turn retirement savings into retirement income their way with our strong benefit base bonus options and flexible rider features.¹ Join our next webinar to see how your clients can: · Receive up to a 45%² cumulative bonus credit to their income benefit base in years 1-3 · Potentially maximize Social Security through delaying […]