Get to know Securian Financial // Click Here to Register We don’t recommend you stop working with your best people. We do recommend adding in something fresh — trying something new.Do you:Want ways to diversify clients’ overall retirement strategy?Have clients worried about paying for chronic/terminal illness care?Want to help clients reduce fees?Value working with a highly […]
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Join North American 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 to help your clients retire with enough guaranteed lifetime income to cover their basic expenses and how to […]
First Wednesday of Every MonthRegister once, and event should appear as recurring on your calendar.Register Here: https://ufc-bz.zoom.us/webinar/register/WN_ymlvfpkrROuhafka4u5P7A
Click Here to RegisterDo your clients have concerns about how IRA rules have changed since the passage of the Secure Act? Join us for a virtual workshop as we provide answers and share how financial professionals can maximize their clients’ strategies.Topics discussed:Vocabulary of inherited IRAsPre-Secure Act businessCategories of beneficiaries
Click Here to RegisterWith the upcoming election, volatile interest rates, stubborn inflation, and the looming sunset of the Tax Cuts and Jobs Act, clients may be unsure about their best course of action, which can lead to something even worse - inaction. Now is the time for you to work with clients to fortify their […]
Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ
Click Here to Register 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 […]
Click Here To Register Are you confident enough in the basics of estate planning to start the conversation with your clients?Join the Securian Financial Advanced Sales Team to explore the basic rules of estate planning and traditional techniques to solve your client’s estate planning needs. Consider this your “Estate Planning 101” to get started in […]
Join the experts on National Life Group's Advanced Markets team as they discuss how to address retirement benefits in one's estate plan.This webinar offers one CPE Credit for CPAs that register and attend.Click Here to Regster