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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 […]

  • 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 […]

  • 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 […]

  • 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 […]