The Ins and Outs of GiftingJoin Dave Haughton, Sr. Corporate Counsel, for a CE-eligible session on tax-efficient gifting strategies, including direct gifts, trusts, and 529 plans, with insights into exemptions, reporting, and planning opportunities. Ideal for advisors helping clients navigate complex gifting decisions in today’s evolving tax landscape. 👉 Click here to sign up
Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ
Observe National Annuity Awareness Month by learning more about how annuities can complement your retirement and reduce longevity risk with guaranteed income. Click Here to Register
Why Be Dull When You Can Be Dynamic? Explore the S&P 500® Dynamic Intraday TCA IndexYou’re Invited to an Exclusive WebinarLearn all about Enhanced Choice Index Plus FIA and the S&P 500® Dynamic Intraday TCA Index—a strategy designed to bring indexing to life.What You’ll Learn:How the index uses E-mini futures to gain S&P 500® exposure.How intraday volatility control and […]
HOST: Vincent Munno WHEN: Every Last Monday of the Month @ 1pmET https://ufc-bz.zoom.us/webinar/register/WN_sbCX0QzkTV202kX1B_5o_g
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
Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ
Join John Nolan, Managing Director and Head of Government Affairs US at UBS, for expert insights into the evolving priorities of a second Trump administration and what they could mean for policy, trade, and taxation in 2025. You’ll learn: How Trump 2.0 may differ from his first term and what that may mean for markets and policy.What to […]
Suitability updates you need to know Thursday, July 1011:00 a.m. CTRegister nowJoin 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.
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:the value of gifting as a wealth transfer techniquethe typical profile of clients who […]