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 […]
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 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 […]
Demystifying Inherited IRAs is a virtual workshop that focuses on how IRA rules have changed since the passage of the Secure Act and what financial professionals can do to optimize their clients’ strategies. Topics to be discussed: Vocabulary of Inherited IRAs Pre-Secure Act business Categories of beneficiaries
How many clients contribute to their retirement savings with pre-tax dollars and 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 why now may be a key time to discuss them with clients. Basics of a […]
Comprehensive Coverage At A Competitive Price Fast case approval with instant decision Rapid underwriting ad policy issuance Competitively priced plans A dedication to best in class service Did you know? Sixty-six percent of Americans are worried about rising healthcare costs in retirement¹ About 4.1 million Americans are turning 65 this year and […]
Join industry expert John Rafferty of Rafferty Annuity Framing for a conversation on preparing for an increasingly pensionless future. He’ll discuss how you can help clients simplify the complex as they navigate today’s retirement income planning landscape Understand key factors needed in any retirement income planning process Identify which factors are known and unlikely to change, and […]
American National Ins. Co. is extremely excited to announce the newest member of the American National FIA family; Rate Certainty Annuity (RCA). Have FIA renewal caps and rates ever disappointed you and your client? Ever dreaded the client annual review because of lowered renewal rates? How about getting the “re-allocation notice” and being required […]
Join Patti Hausherr, Athene’s VP - Sales Strategy, who’ll provide communication best practices that can help you be more effective, including how and when to vary your style and approach. You’ll learn: The role effective communication can play in client relationships and why it can be so important to your success. Different communication behaviors and assess […]
Join industry expert John Rafferty of Rafferty Annuity Framing for a conversation on preparing for an increasingly pensionless future. He’ll discuss how you can help clients simplify the complex as they navigate today’s retirement income planning landscape. Understand key factors needed in any retirement income planning process Identify which factors are known and unlikely to change, […]
The focus of this Webinar is: Myths and Realities of Needing a Guarantee John Hancock Real World Performance PUL PIUL SVUL Case Studies New Illustration Reports and Resources Comparison Tool Side Fund Report (Coming soon!) There will be a brief Q&A at the end of the Webinar. We look forward to having you attend the […]
American National Ins. Co. is extremely excited to announce the newest member of the American National FIA family; Rate Certainty Annuity (RCA). Have FIA renewal caps and rates ever disappointed you and your client? Ever dreaded the client annual review because of lowered renewal rates? How about getting the “re-allocation notice” and being required to […]
Artificial intelligence (AI) makes for splashy headlines, but what can AI really mean for how you do business every day? Join Mindset Digital CEO and Ohio State Faculty Fellow Debra Jasper, Ph.D., to explore how AI can change the way you work, communicate and connect. The webinar will cover Two ROIs of AI (Return on Investment […]
Now's the time to go all in with Nassau! Get sales strategies to help position our comprehensive, consistent retirement solutions amid the rapidly evolving market landscape. We’re also enhancing our competitive programs for producers who do more repeat business. Learn more about the opportunities Nassau is now offering producers and marketers!
American National Ins. Co. is extremely excited to announce the newest member of the American National FIA family; Rate Certainty Annuity (RCA). Have FIA renewal caps and rates ever disappointed you and your client? Ever dreaded the client annual review because of lowered renewal rates? How about getting the “re-allocation notice” and being required to […]
Do you need new creative ideas to market LTC programs? Mutual of Omaha knows that planning for long-term care is critical especially during retirement. This is why they are wanting to help show more effective ways to promote LTC programs to clients Mutual of Omaha is hosting webinars October 29th and 31st.
In only her first year in the WNBA, Caitlin Clark is already a leader on and off the court. Join us on October 30 for an exclusive webinar and hear Caitlin’s thoughts on her leadership journey in a moderated Q+A session. Then, learn how to elevate your own leadership game with tips from keynote speaker, […]
Do you need new creative ideas to market LTC programs? Mutual of Omaha knows that planning for long-term care is critical especially during retirement. This is why they are wanting to help show more effective ways to promote LTC programs to clients. Mutual of Omaha is hosting webinars October 29th and 31st. Our Long-Term Care Team is also here to […]