Advisor Toolbox

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Webinars & Events

Play on Demand! Mastering Indexed UL Sales Webinar Series

Learn details that will help build your IUL selling confidence and lead to easier and more productive conversations with your clients. This is a great opportunity to deepen your understanding of this fast-growing market segment. • Webinar 1 — IUL Basics: Explore the...

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Annuities Are More Powerful Than You Think

Webinar: Annuities Are More Powerful Than You Think PRESENTED BY David Smith, Vice President of Annuities for The ASA Group DATE: Thursday, September 20, 2018 TIME:  10:00 AM – 10:30 AM CST In this quick, 30-minute presentation we will cover the following topics: The...

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The Latest Product and Industry Updates

The Impact of Indexed Account Fees

Actuarial Guideline 49 (AG49) and High-Fee/Large Multiplier Products Since AG49 some products and indexing strategies have been created that utilize comparatively high fees and large multipliers. Although the maximum illustrated rates of these products comply with...

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