May is Disability Insurance Awareness Month

Each year, The Council for Disability Awareness joins forces with others in the insurance industry to raise awareness about the importance...
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LTC Solutions using Life Insurance and Annuities

Webinar: LTC Solutions using Life Insurance and Annuities PRESENTED BY Michael E. Kepesky, JD CFP CLU ChFC, Director of Advanced Markets...
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Breaking News: 5th Circuit Court Denies Request from AARP and States to Intervene on Fiduciary Rule

Based on our understanding, the ruling to vacate the Fiduciary Rule will go into effect on May 5th.  The Department of Labor has 90 days...
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Social Security Retirement Planning

Social Security Retirement Planning In recognition of Social Security Awareness Month we are bringing back one of our most popular...
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Advisor Toolbox

We’ve gathered resources from all over the site in one easy to access location!

Webinars & Events

Buy-Sell Planning

Call-In: Discussion on Buy-Sell Planning PRESENTED BY Principal Learning Network DATE: Monday, May 7, 2018 TIME: 10:30 AM – 11:00 AM CST ADD TO CALENDAR Have you talked to your business owner clients recently about business succession planning? In this call we’ll...

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LTC Solutions using Life Insurance and Annuities

Webinar: LTC Solutions using Life Insurance and Annuities PRESENTED BY Michael E. Kepesky, JD CFP CLU ChFC, Director of Advanced Markets at The ASA Group DATE: Wednesday, May 16, 2018 TIME: 10:00 AM – 10:30 AM CST JOIN US FOR A QUICK WEBINAR TO LEARN THE LATEST...

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The Latest Product and Industry Updates

Athene Suitability Form Updates

Athene has updated their Customer Identification and Suitability Confirmation Worksheet (17341, All States) and Annuity Suitability Questionnaire (55444, FL only). Both revised forms (Ver. 05/18) are available now on Athene Connect and should be used immediately.

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