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Strategies for prospecting and establishing retirement plans for business owners and their employees that comply with new state-mandated rules and that offer tax credits/deductions to business owners.REGISTER

Vice President Jay Kautt, will enlighten you more about the Qualified Charitable Distribution and how it may apply to your clients, Roth conversions (the 5-year rule), Secure Act 2.0. and more!Click Here to Register 

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Join Timothy Uecker, CIMA, and Managing Director for PGIM Intermediary Distribution, speaks about bear market triggers—what they are, how to recognize them, and why previous events have valuable lessons for clients. He’ll cover four key areas, which he refers to as “RSVP”Recession – our perspective on current economic activityShocks – market resilience to unpredictable elementsValuations […]

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Utilize the Most Efficient Form of Marketing92% of consumers trust the referrals or recommendations of people they know personally.1Attend on July 18th and discover effective strategies for optimizing client retention and referrals. Receive proven methods to sustain and grow your client base.On the webinar, learn how to:Engage Prospects and Cater to Their InterestsReceive Tactical Planning […]

Click Here to REGISTER Join to hear about the Year of 2024 Re-Cap & to hear more about themes to consider for 2025.

CLICK HERE TO REGISTERMake the most of 2025 with Global Atlantic’s broad product offerings, business development programs, practice management resources, thought leadership — and more.Broad Product SuiteExplore the wide range of products we offer to help each of your clients meet their most important retirement goals.2025 Premier Partnership Program*Discover the exclusive rewards and benefits we […]

Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ