Industry News

Put markets in perspective with BlackRock

      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

The Secure Act and the Impact on IRAs

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

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

      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

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

        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 ...… Continue reading Must-have planning tips & tools for closing the Great Retirement Income Gap

New Accumulation IUL

    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… Continue reading New Accumulation IUL

John Hancock – Accumulation IUL

    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

Join us for a special virtual event with David McKnight

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… Continue reading Join us for a special virtual event with David McKnight

Annuities, Life, Uncategorized

Become a Tax-Free Retirement Insider with our EXCLUSIVE program!

Tax-Free Retirement Insiders Receive: 100 Books to Share with Your Clients: Mix and match 100 of 7 different financial literacy books from bestselling author, Patrick Kelly. Training Membership: Access to monthly, live webinar training sessions with Patrick Kelly as well as a complete library of past training events. Workshop Training Video: In-depth training video on… Continue reading Become a Tax-Free Retirement Insider with our EXCLUSIVE program!