Webinars and 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...

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...

Life Settlements After the Tax Cut and Jobs Act

Life Settlements After the Tax Cut and Jobs Act PRESENTED BY The ASA Group DATE: Wednesday, August 15, 2018 TIME: 10:00 AM – 10:30 AM CST OVERVIEW In this quick, 30-minute presentation we will cover the following topics: What are Life Settlements? How are Life...

Is Split Dollar Dead?

Is Split Dollar Dead? PRESENTED BY John Hancock Caroline McKay, JD, AVP, Advanced Markets Counsel DATE: Monday, July 23, 2018 TIME: 2:00 - 2:20 p.m. (EST) INSIGHTFUL INFORMATION ON: • The valuation issues identified by the Tax Court in denying summary judgment to...

Costly Mistakes in Life Insurance Planning

Costly Mistakes in Life Insurance Planning Protecting the benefits of §101 and §72 PRESENTED BY The ASA Group DATE: Thursday, July 19, 2018 TIME: 10:00 AM – 10:30 AM CST OVERVIEW In this quick, 30-minute presentation we will cover the following topics: • The three...

LTC Solutions using Life Insurance and Annuities

Webinar: LTC Solutions using Life Insurance and Annuities PRESENTED BY Michael E. Kepesky, JD CFP CLU ChFC DATE: Wednesday, May 16, 2018 TIME: 10:00 AM – 10:30 AM CST JOIN US FOR A QUICK WEBINAR TO LEARN THE LATEST SOLUTIONS FOR THE GROWING LONG TERM CARE NEED Our...

Social Security Retirement Planning

Social Security Retirement Planning In recognition of Social Security Awareness Month we are bringing back one of our most popular webinars! When: April 30, 2018 2:00 PM CST Guest Speaker, Jody Harris worked for the Social Security Administration for over 34 years, 10...

Exit Strategies for Agents and Advisors

Exit Strategies for Agents and Advisors How to Monetize Your Practice in Retirement This webinar is for you if you: Primarily sell life insurance and annuities Want to find a successor Want to be a successor Join Michael Kepesky, JD CFP CLU ChFC,  as he discusses exit...

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