https://go.simplicitygroup.com/l/887923/2025-07-16/2yhbtsAs the baby boomer generation is now within the ages of 61 to 79, now is the best time to present and implement a plan to your clients that will protect their future.Join us as we go into detail on:Creating unlimited Tax-Free benefits for care with an IRAEducating and encouraging private planning to ease the […]
Embrace Family Reunion Month and address how IRA owners can name a trust as beneficiary to preserve and distribute wealth to the next generation. Click Here to Register
HOST: Vincent Munno WHEN: Every Last Monday of the Month @ 1pmET https://ufc-bz.zoom.us/webinar/register/WN_sbCX0QzkTV202kX1B_5o_g
VUL Refresher – Discuss our recently updated Accumulation VUL, Survivorship VUL, and the strength of John Hancock’s sub-account story. Click here to register.
Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ
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
September is Life Insurance Awareness Month, which makes it an opportune time for you to learn new ways to enhance your interactions with clients.Join host Doug Winkler, Vice President, Independent Sales, Prudential Financial, for an insightful webinar delivered by Amy Florian, award-winning speaker and author of No Longer Awkward, to discover:How life transitions among clients can drive […]
America’s No. 1 selling fixed index annuity (Q2 2025) is now offering even more to your clients, and we want to tell you all about it.1Tom Kostek, Manager, Internal Sales & Training at American Equity, will lead us through our new product enhancements, including these features:14% Bonus IconAn increased premiumbonus of 14% on allfirst-year premiums2 […]
Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ
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 […]