Advisor Toolbox

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

Webinars & Events

Cincinnati Life Worksite Marketing Web Conference

Webinar: Cincinnati Life Worksite Marketing PRESENTED BY Cincinnati Life DATE: Tuesday, April 23, 2019 TIME:  10:00 AM – 10:30 AM CST To access the web conference, please log on to up to 15 minutes prior to start time. If you are...

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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 Lifetime Stretch IRA May Soon Disappear.

Proposed Retirement Legislation Speeds Up Distribution of Inherited IRAs   We recently wrote a newsletter discussing the intricacies of inherited IRAs for non-spousal beneficiaries. Recall that one option is to allow the beneficiary to “stretch” the IRA distributions...

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