The second installment of Szpiro's Scorching Summer Series will be on Underwriting and New Business. John Hancock offers numerous Underwriting and New Business programs to allow you and your clients the fastest paths from submission to commission. The webinar will be taking place on Thursday, August 7th at 11amEST – 11:30amEST. Click to register here. We know in the […]
Underwriting and New Business – Learn how to streamline your cases to find the fastest path from submission to commission. Click here to register.
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 […]
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
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 […]
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 […]
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, […]
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 […]
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 […]
Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ