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UID:12903-1752148800-1752152400@simplicityufc.com
SUMMARY:Athene - Suitability updates you need to know
DESCRIPTION:Suitability updates you need to know\n\n\n\n\n\n\n\n\n\n\n \n\n\n\n\n\n\n\n\n\n\nThursday\, July 1011:00 a.m. CT\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nRegister now\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nJoin Athene’s Chad Batterson\, VP Compliance\, for the latest suitability process updates. He’ll also offer a closer look at the suitability form and product comparison worksheets required when doing business with Athene.
URL:https://simplicityufc.com/event/athene-suitability-updates-you-need-to-know-2/
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DTSTART;TZID=America/New_York:20250710T140000
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UID:12883-1752156000-1752159600@simplicityufc.com
SUMMARY:Prudential - Gifting and client wealth transfer
DESCRIPTION:Join our monthly trimester webinar presented by Michael G. Connell\, Director of Advanced Planning\, who will provide you with an overview of gifting and today’s learning opportunity so that you can help clients maximize their legacy plan. You’ll leave with a better understanding of: \n\n\n\n\n\n\n\n\nthe value of gifting as a wealth transfer technique\nthe typical profile of clients who may benefit\nhow leveraging life insurance can help clients leave even more to their loved ones\n\n\n\n\n\n\n\n\nSign up now to discover how the right gifting strategy may enhance clients’ overall financial plans. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n \n\n\n\n\n\n\n\n\n    \nSpeaker \nMichael G. Connell\, CLU®\, ChFC®\nDirector \nAdvanced Planning \nPrudential Financial\, Inc. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n  \n\n\n\n\n\n\n\n\n\n    \nHost \nKaren Hofmann\, CLU®\, ChFC®\, CASL®\nVice President \nAdvanced Planning \nPrudential Financial\, Inc. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nReserve your spot now
URL:https://simplicityufc.com/event/prudential-gifting-and-client-wealth-transfer/
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