Events

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 […]

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 […]

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. […]

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 […]

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 […]

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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 […]

The 5-minute strategy: Retire a millionaireDATE: Wednesday, September 24, 2025TIME: 11 a.m. CTSPEAKER: Greg Bighley, National Sales ConsultantRegister now

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