Events

May is Disability Awareness Month! -Get the Basics on Individual Disability Presented by: Assurity Life Register Here

Do you know clients who have loved ones with special needs? For those clients, planning to ensure their loved ones have the best quality of life possible is often a priority. Life insurance can help make sure the individual’s quality of life is maintained well into the future. Join us to learn how you can […]

Did you know that 22% of your clients are likely to transfer wealth to their loved ones over the next decade? When that wealth changes hands, the vast majority of heirs will likely seek a new financial professional. Join us and Patrick Delaney from T. Rowe Price Investment Services, Inc. to learn how you can […]

Businesses across industries small and large want to recruit and retain top executives who are instrumental in growing the company. Executive compensation strategies that employ life insurance can reward and incent key employees by maximizing a business owner’s dollars. And offer even more options for businesses, compared to cash bonuses. Presented by: Securian Financial REGISTER […]

Life Settlements are Thriving! - ONE CE CREDIT AVAILABLE The demand for life settlements is surging as seniors are realizing the benefits of reevaluating their life insurance strategy. Join us for a complimentary webinar where we will show you the newest trends in life settlements and how they can help you and your clients. 4 […]

LTC Planning & Product Training -How to position LTC as a Retirement Planning Tool --LTC Statistics --Cost of Care and impact to client's Family & Finances --Simple 3-Step LTC Sales process --Review of Traditional LTC Products--Secure Care and Custom Care --Tax Favorability --Underwriting Tips --Q & A Speaker: John Gibbons LUTCF, CLTC –LTC & DI […]

Get the edge on estate planning Doug and Chris will discuss, via livestream, “The Platinum Age of Estate Planning” and the importance for clients to act now to leave a legacy for their loved ones. Chris will also provide post-election insights you can use to help ease clients’ minds as we move into what is […]

Principal® Business Owner Insights Webinar   About this webinar Small and midsize businesses are an important part of their communities and can help strengthen the U.S. economy. While business and financial planning may not always be on the top of their to-do list, putting plans in place may be easier than you think. 1000 business […]

Most advisors are not proactive with "Extended Care" planning with their clients/prospects. The biggest reason typically is they don't feel confident enough to speak about Long Term Care policies. Long-term care planning is more important than ever--and understanding how to confidently discuss LTC solutions with clients can set you apart in today's market. This training […]

Join us at our annual business event to gain the knowledge, connections, and inspiration you need to elevate your business to new heights! Event Highlights Meet multiple leading carriers in one night Speed-dating style networking with carrier reps Rotate through carrier reps and get your questions answered in real time Get the inside scoop on […]