Time with Tom: Regulatory Changes for IUL Illustrations Did you know AG49 Illustration Regulations are getting updated? Join us to learn how the upcoming changes will impact your indexed universal life (IUL) insurance illustrations. Tom Martin will share more about the new NAIC illustration regulations to help you stay up-to-date in our ever-changing regulatory environment. […]
You’re invited to join us to learn the most efficient ways to submit business to Principal® to ensure the best experience for you and your clients. We’ll cover the details on: Drop ticket Principal® Life Online You’ll hear how to use the platforms, best practices, and the benefits. ADD TO CALENDAR HERE
Retirement Distribution Strategies As many clients start to approach retirement, their needs may move from accumulating assets to distributing their assets. There are multiple theories and discussions regarding products and services that may help clients develop their retirement distribution strategy for current and future financial standing. Join Symetra on Tuesday, August 18, for our Retirement […]
Join us as we hear from John Hancock,s Joseph Scianna and Martin Smith, Advanced Market Consultants, on August 19, 2020 at 2 p.m. ET, for a discussion on third-party premium finance. REGISTER HERE
Please join Life Happens for this special webinar webinar as financial service professionals Erik Miller and Louis Ciliberti discuss looking at a risk-based approach for those who manage assets. They will also share how integrating life insurance into your practice makes sense for the client and yourself. We'll look at the current landscape, fintech available, strategies, and more. […]
Join us as we welcome AIG in for their webinar on three sales concepts that go great together: The Rule Of 25 The $5 - $10 - $20 Story How Much Does A LIRP Really Cost? You’ll learn three great stories you can tell… together or separately… to tighten-up your cash-accumulation presentations! Join the Meeting
We will be closing early today at 2:30 P.M, in observance of Labor Day weekend.
Our office will be closed in observance of Labor Day.
What’s the difference between the frustrated and the fortunate – between the stuck and stellar? How are some producers able to elevate themselves above the rest? At North American, we call it…the Masterclass Mindset. Register today for this Webinar with North American to explore brand new insights from top producers across the country. September 9, […]
Please join The Cincinnati Life Insurance Company as we host a 30-minute web conference in our Advanced Sales Series. This web conference will cover “The Cost of an Unfunded Buy-Sell Agreement”. Email Chris McAuley at chris_mcauley@cinfin.com to register
Join Caroline McKay, Caroline Brooks and Kevin Blanton, Advanced Market attorneys, on September 30, 2020 at 2 p.m. ET, for a discussion on Insurance LLCs and buy-sell planning. REGISTER HERE
Please join Northeast Brokerage as we welcome Michael Florio from OneAmerica. He will discuss the following 4 topics. Why LTC Demographics of the ideal client Whats working in the field How asset based whole life LTC works REGISTER HERE