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  • Allianz – Allocate Like an Actuary: Insights on Diversification

    Insider’s Guide – Allocate Like an Actuary: Insights on DiversificationJoin us for an insightful webinar where we’ll explore how actuaries approach asset allocation.We'll examine four hypothetical actuaries, each with distinct risk profiles and time horizons:Neil McBye: A conservative retired actuary with low risk tolerance.Adam Braun: A chief actuary nearing retirement with medium risk tolerance.Michael Locke: A workaholic not […]

  • Lincoln Financial – Market Insight & Forecast with Bank of America

    Lincoln Financial invites you to join us for a live webinar featuring Savita Subramanian, Managing Director, Head of U.S. Equity & Quantitative Strategy for Bank of America Global Research. She’ll provide market insights and forecasts, including a focus on:Current state of the US equity market & economy - and key trends to watchEconomic indicators driving […]

  • Allianz: Sailing the 7 C’s of Premium Financing

    REGISTER HEREJoin Allianz for a journey through the seven C’s of premium financing and how it can potentially benefit high net worth prospects for life insurance.At our next In the K.N.O.W. (Knowledge, News, and Opportunities Webinars) event, Jeremy Conover, Operations Director, will reveal what each of those seven C’s are … and why Allianz can be your […]

  • Securian – Wait and See Trusts

    The wait and see advantageExplore flexible estate planning strategies that allow clients to retain control of their assets while preparing for future estate tax exposure. Using life insurance and trust structures like credit shelter trusts, the "wait-and-see" approach helps clients preserve optionality, access cash value, and adapt to changing tax laws — without committing to […]

  • Athene – A comprehensive guide to navigating Roth conversions

    How many clients contribute to their retirement savings with pre-tax dollars and expect their withdrawals will be taxed at a lower rate? Join Jay Kautt, Vice President of Advanced Markets at Athene, who will provide valuable details about Roth conversions and why now may be a key time to discuss them. He’ll also explain how […]

  • North American – Financial Wellness

    Hear from a leading voice in retirement incomeJoin North American on September 23, 2 p.m. CT, as renowned retirement speaker Tom Hegna presents “Financial Wellness,” an engaging session with simple strategies to help your clients move toward financial independence.Discover how smart habits such as spending less, investing wisely, and planning for the future can help lead to greater wealth, happiness, and even a longer […]

  • LIVE Advanced Wealth Webinar

    HOST: Vincent Munno WHEN: Every Last Monday of the Month @ 1pmET https://ufc-bz.zoom.us/webinar/register/WN_sbCX0QzkTV202kX1B_5o_g