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October 2021

New Tax Laws Create Urgency

October 20 @ 12:00 PM - 1:00 PM
Webinar

Simplicity Debt and tax history, coupled with proposed legislation make tax risk a real concern. This obstacle presents the opportunity to educate your clients through the developing tax legislation with simple conversations. Learn: How to leverage tax planning strategies that may disappear Why debt-to-GDP is a leading indicator of tax increases Strategies for discussing tax planning for retirement   REGISTER NOW

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Special webinar on Ways and Means Committee draft legislation

October 21 @ 1:00 PM - 2:00 PM
Webinar

    In August, the House Ways and Means Committee released and approved draft legislation as part of Congress’ ongoing $3.5 trillion budget reconciliation bill. The legislation includes significant tax proposals that, if passed, will dramatically increase what high-net worth individuals and corporations pay. Join Amy Bryant, Advanced Sales Counsel, for this special webinar on potential individual and capital gains, estate and gift tax increases and retirement plan changes.   REGISTER NOW

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Join us for a special virtual event with David McKnight

October 28 @ 12:00 PM - 1:00 PM
Webinar

Join Hector Martinez, member of Equitable’s Operating Committee, as he hosts this special event, featuring David McKnight, financial and tax-planning expert and best-selling author of The Power of Zero, as he discusses strategies with the potential to help clients: • reduce their tax burden in the future • keep more of their assets in retirement • create a tax-free income in retirement REGISTER NOW

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November 2021

New Accumulation IUL

November 3 @ 12:00 PM - 1:00 PM
Webinar

    Our repriced Accumulation IUL is a must-see product that delivers strong customer value compared to other life insurance products. That’s because it now offers even better cash value accumulation and retirement-income potential — leading the way in the highly competitive supplemental-income space. Beyond standing out in short-pay scenarios, the new Accumulation IUL also provides: Improved income potential for clients ages 50+ New Barclays Global Multi Asset Indexed Accounts, providing diversification across asset classes and geographic regions and allocating…

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John Hancock – Accumulation IUL

November 3 @ 12:00 PM - 1:00 PM
Webinar

    Just in time to help boost year-end sales — discover firsthand the features that make our new Accumulation IUL an industry standout —  including key selling scenarios. REGISTER NOW

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Must-have planning tips & tools for closing the Great Retirement Income Gap

November 10 @ 10:30 AM - 11:30 AM
Webinar

        Interest rates remain low, taxes may be on the rise, inflation is becoming an increasing concern and uncertainties are everywhere. It’s no wonder older workers indicate lifetime income is the most important trait of a retirement investment¹. But your clients will follow your advice and, therefore, live comfortably in retirement ... right? Join us Wednesday, November 10, as Michelle Prather, Sr. Regional Sales Director at OneAmerica, answers this and the following critical questions: What if a…

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Inherited/Stretch IRA: A Lucrative Market Niche is Back!

November 17 @ 10:00 AM - 11:00 AM
Webinar

      After implementation of the SECURE Act which altered the rules for Stretch IRAs, many carriers stopped Inherited/Stretch IRA business for owner deaths occurring after 1/1/20.   EquiTrust now accepts Inherited/Stretch IRA business!   Learn more about the new rules and how you can help your clients with Inherited IRAs.  REGISTER NOW

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The Secure Act and the Impact on IRAs

November 17 @ 1:00 PM - 2:00 PM
Webinar

American National Learn about the IRA rules and changes that took place 1/1/2020. Learn how inherited IRAs have changed and which rules apply. Learn who qualifies as an eligible designate beneficiary and why it matters. REGISTER NOW

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Put markets in perspective with BlackRock

November 17 @ 2:00 PM - 3:00 PM
Webinar

      We have invited BlackRock’s Mark Peterson, to share his insights on how to stay current in changing markets by learning from historical parallels.  Mark is the creator of BlackRock’s popular ‘Student of the Market’ commentary and the Director of Investment Strategy and Education.   REGISTER NOW

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December 2021

Annuity Fiction vs Fact

December 1 @ 10:00 AM - 11:00 AM
Webinar

      Join us for this informative webinar!   REGISTER NOW

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