The 60/40 Outlook Thursday, June 1211:00 a.m. CTRegister nowJoin Laurence Black, founder of The Index Standard®, who will show you how to build effective portfolios in an uncertain, volatile world and suggest powerful alternatives to the traditional 60/40 portfolio. You’ll learn valuable insights into helping clients in today’s economic climate as he: Examines risk-return profiles of key financial vehicles, including […]
Solutions for Long-Term Care NeedsVirtual Event:Tuesday, June 17, 2025 at 1:00 PM ETRegister to AttendAs the baby boomer generation is now within the ages of 60 to 78, 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 […]
Click Here to Register You can’t predict the market, but you can be ready for what it throws your way. In this webinar, you’ll hear from KKR and Global Atlantic leaders who will share their insight, expertise, and product knowledge to provide the tools to have confident conversations during volatile environments. Here’s a closer look at what will […]
The Ins and Outs of GiftingJoin Dave Haughton, Sr. Corporate Counsel, for a CE-eligible session on tax-efficient gifting strategies, including direct gifts, trusts, and 529 plans, with insights into exemptions, reporting, and planning opportunities. Ideal for advisors helping clients navigate complex gifting decisions in today’s evolving tax landscape. 👉 Click here to sign up
Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ
Observe National Annuity Awareness Month by learning more about how annuities can complement your retirement and reduce longevity risk with guaranteed income. Click Here to Register
Why Be Dull When You Can Be Dynamic? Explore the S&P 500® Dynamic Intraday TCA IndexYou’re Invited to an Exclusive WebinarLearn all about Enhanced Choice Index Plus FIA and the S&P 500® Dynamic Intraday TCA Index—a strategy designed to bring indexing to life.What You’ll Learn:How the index uses E-mini futures to gain S&P 500® exposure.How intraday volatility control and […]
HOST: Vincent Munno WHEN: Every Last Monday of the Month @ 1pmET https://ufc-bz.zoom.us/webinar/register/WN_sbCX0QzkTV202kX1B_5o_g
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
Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ