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 […]
Register nowJoin Sonya Lutter, Ph.D., CFP®, LMFT, a Financial Psychologist, researcher, and author, for a powerful session on the science of stress, mindset, and motivation. Lutter will share expert insights to help support clients through financial anxiety and guide them toward meaningful, lasting change. You’ll explore:Ways to recognize stress and anxiety patterns that may affect […]
Advanced Planning News FlashJuly 2025One Big Beautiful Bill: What Every Financial Professional Must KnowThe One Big Beautiful Bill, signed into law on July 4, 2025, is expected to significantly reshape how families plan, preserve and transfer wealth. With sweeping changes to tax policy—including permanent individual rate cuts, expanded estate exemptions and new deductions—the legislation introduces both […]
US Economic Update with BNP ParibasThursday, July 17 | 11:00 a.m. CTRegister now
Gain a competitive advantage with business valuationTurn business valuation into your competitive advantage. Deliver comprehensive financial advice to business-owner clients, differentiate your practice, and offer new opportunities to grow your business.This month, we welcome special guest Kevin Saad, Senior Director of Customer Success at BizEquity®, to discuss how offering business valuations can open the door […]
Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ
Embrace Family Reunion Month and gain the wisdom needed to choose the right individual IRA beneficiaries to preserve and pass wealth to the next generation. Click Here to Register
New Accumulation IUL with Guaranteed Issue and our Chronic Illness Rider! We’ll dig into this exciting multi-life offering. Click here to register.