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May 2021
Educational Webcast: What you need to know about the next generation
Cam Marston, author of The Gen-Savvy Financial Advisor, will offer a content rich session on how to introduce yourself, the most important things you need to know about the next generation, and what you can say or do to instantly make you relevant. You’ll learn: The most significant question you can ask to get things off to a great start. How to determine if you’re “easy to do business with” per the next gen’s definition Whether…
Find out more »Advising The Next Generation
Acclaimed speaker and author, Cam Marston, will take you through the impact of generational change in investing and communication, and how it affects your business. REGISTER NOW
Find out more »Learn How to Complete, Sign & Submit Annuity Apps … Virtually
W&S Financial Group Distributors This 30-minute webinar demonstration shows you screen-by-screen how to submit business easily and accurately with: Intuitive input fields Pre-fill of additional forms (no-keying!) Prompts and stops to help head off NIGOs Faster processing eApp tips, support, and more! Anytime access (24/7) from your laptop, tablet or smartphone REGISTER NOW
Find out more »TWO great annuity products from a top-rated carrier, with a limited-time opportunity…
Join Simplicity Des Moines and Allianz as we give you the inside scoop on two of the industry's leading annuities: Allianz Benefit Control and Allianz 222. Discover innovative uses for these competitive strategies. REGISTER NOW
Find out more »Planning for tax efficiency
You won’t want to miss Part 3 of our well-attended webinar series. We’ll review the tax challenges many of your clients and prospects are concerned about. If you work with clients in the top income brackets, the emerging affluent and business owners, you’ll gain insights about insurance sales and planning opportunities. You’ll also walk away with: • Client conversation starters • Diversification ideas • Strategies to help your clients protect growth and income REGISTER NOW
Find out more »Using Life Insurance to Build Tax Diversified Income – Nationwide
Join us to learn about the following items (and more!) 1. Biden's tax plan - impact on individuals 2. Tax diversification - how life insurance fits into this planning 3. 7702 Updates REGISTER NOW
Find out more »The Washington Update: Potential Effects on Taxes and Investing
Recognized as one of the leading non-partisan experts on all things Washington, Jeff Bush and colleague Andy Friedman will dive into a comprehensive review of the potential effects on taxes and investing in Today’s Washington. REGISTER NOW
Find out more »Hurry – Join us at the PGA Championship for a virtual live session on May 19
You will hear from PGA greats, golf broadcasters and Kevin Hogan, CEO, AIG Life & Retirement. Our PGA Championship Virtual Experience will be open Monday, May 17 through Friday, May 28. Plus, you’ll have an exclusive preview of The Ocean Course from Kerry Haigh, Chief Championships Officer of the PGA of America, and access to golf tips from Hall of Fame caddie Jim “Bones” Mackay. REGISTER NOW
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