Loading Events

Events for January 22, 2020

Events Search and Views Navigation

Event Views Navigation

12:00 pm

North American: Client-Friendly Materials You’ll Love

January 22 @ 12:00 pm - 12:30 pm EST

Clients don't bat an eye about insuring possessions like a car or home. What about their love? Join IP Brokerage and Janelle Peterson to learn what client-friendly marketing pieces and promotional materials will be available in February to share with your clients. Chocolates are eaten and flowers fade away. This Valentine's Day, share how life […]

Find out more »

1:00 pm

American National: The Power of the Safe Harbor 401(k)

January 22 @ 1:00 pm - 1:30 pm EST

Did you know that your target market for a Safe Harbor 401(k) plan may be different than for traditional 401(k) plans? - What is a Safe Harbor plan? - How does it differ from a regular 401(k) plan? - Who are your prospects - What do you say to get their attention? - Why is […]

Find out more »

4:00 pm

The SECURE Act: What Every Financial Professional Needs to Know

January 22 @ 4:00 pm - 4:30 pm EST

The SECURE Act: What Every Financial Professional Needs to Know Join Prudential and IP Brokerage to discuss the recent passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act and how it will affect customers planning for or living in retirement. Featured Guest Speaker Brandon Buckingham, Vice President of Advanced Markets, Prudential Financial […]

Find out more »
+ Export Events