Join us at our 7th Annual Cross-Selling event! Your peers and experts from the Annuities, DI, and Long-Term Care fields will show you various cross-selling techniques that you can use in your practice today! Don't miss it. Click here for more information.
Do you have business owner clients who are counting on their business to provide the funding for their retirement? We’ll share how you can use our personalized analysis—which takes into account the value of their business, their business transition plans, and their potential retirement income sources—to recommend solutions for any gaps or issues identified. To […]
Open More Doors. Close More Sales. We know how important it is for you to continue growing your business. What better way to do that than by offering clients additional products and services that make their lives better? Don't miss this great chance to hear about solutions and opportunities from across Principal’s lines of business […]
Join Securian's Shannon Pogreba, LTC Product Consultant for an informative Long-Term Care planning session. Click here to register today!
Learn about a new solution, John Hancock Aspire — the first and only life insurance for people living with diabetes — by joining John Hancock for a short webinar. You’ll gain key insights, including: What is John Hancock Aspire? What is the sales opportunity in this market? How do I find sales leads? What tools and resources […]
Join Steve Sabol, Competitive Market Solutions Creative Director, and Lincoln IUL professionals to: The ultimate retirement plan tag-team. A strategy to protect loved ones and income-producing assets while keeping your client's retirement lifestyle intact. A novel GUL alternative for business owners. A premium finance strategy to keep liquid assets in the business. My hero, zero. […]
Gain valuable insight and perspective from the PIMCO money management team on: • Quarterly Index performance • Allocation strategy for the Index • Market trends and how they may impact the Index Click here to register.
Join Prudential to discuss the recent passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act and how it will affect customers planning for or living in retirement. Featured Guest Speaker Brandon Buckingham, Vice President of Advanced Markets, Prudential Financial will review the legislation and provide insight on: Changes to IRA contribution limits […]
Join us for an informative lunch meeting for ways to grow your business in 2020! The Foreign National market is one of the fastest growing market segments You will learn: • Options for current foreign national clients • How to prospect new foreign national clients • Nexus & underwriting determination • Tax-advantaged strategies for foreign […]
Join John Snider, AVP and Associate Counsel at John Hancock, as he provides an overview of the SECURE Act. John will identify actions your clients may need to take today regarding their retirement accounts and highlight new planning opportunities with life insurance. This webinar is not to be missed! Space is limited - register today!