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  • Prudential – Business Owners & The Executive Bonus Strategy

    Join our webinar, hosted by Advanced Planning, for a session on executive bonus, a potential solution for business-owner clients looking to attract and retain talent. When critical employees leave, it can have widespread negative effects on the business. Sign up now to discover:The risk key employee turnover presents to a businessHow the executive bonus strategy works and […]

  • Pacific Life – Learn more about the One Big Beautiful Bill Act

    How Will the New Bill Impact Your Clients?Join us on Thursday, 8/7/25, for a live CE webinar, "One Big Beautiful Bill Act," to gain insights about what the new law may mean for clients. Participants may be eligible for one hour of Continuing Professional Education (CPE) credit if requirements are met.Register Now

  • Prudential – Explore the benefits of executive bonus

    Join our webinar, hosted by Advanced Planning, for a session on executive bonus, a potential solution for business-owner clients looking to attract and retain talent. When critical employees leave, it can have widespread negative effects on the business. Sign up now to discover:The risk key employee turnover presents to a businessHow the executive bonus strategy works and […]

  • Athene – Impact of Volatility FIA Participation

    Join Joshua Levine, Director of Equity Derivatives Insurance Solutions, and Hannah Jeter, Vice President of Global Equities Insurance Solutions at Bank of America, for a timely discussion on ways volatility influences FIA participation rates and insurer hedging strategies. You’ll learn:Key ways that market volatility helps drive changes in participation rates, cap rates, and renewal rates.How […]

  • Allianz – 2Q Allianz Index Allocation Performance + a Market Outlook

    Reviewing 2Q Allianz® Index Allocation Performance + a Market OutlookJoin our Insider’s Guide webinar to gain valuable insights into 2Q 2025 index performance from Charlie Ripley, Vice President of Portfolio Management and Trading at Allianz Investment Management LLC.Register today to learn more about:The mechanics and YTD performance of the Bloomberg US Dynamic Balance II and III ER Index, […]

  • Maximizing Social Security: Navigating the Client Conversations

    https://go.simplicitygroup.com/l/887923/2025-06-06/2yd3n8?utm_source=intranet

    On average, Social Security represents 30% of a retiree’s income,1 heavily influencing the way in which they live in retirement. However, just one misstep could cost an individual over $250,000.2With over 9,000 ways to claim social security,3 it is imperative that clients feel informed and educated on the best strategy for them. Due to its importance and […]

  • American Equity – Retirement Planning

    Whether their retirement is around the corner or years away, checking in with clients now can help everyone avoid surprises later. Looking for ideas to spark those conversations?Join us for a quick webinar touching on key income and fixed index annuity (FIA) questions.5 quick questions to spark meaningful client conversations — in just 15 minutes1.Is your […]

  • Athene Agility – An Agile Retirement Income Solution

    Join Kelsey Palmer, Internal Sales Specialist with Athene, who’ll provide insights into how a fixed indexed annuity may help your clients feel more confident about retirement with its agile:Income that has potential for annual increasesGrowth potential and protection from loss due to market downturnsLiquidity that allows some access to money if life takes a turnRegister […]