Events

Beneficiary designations for many may control the transfer of potential wealth at death more than any estate planning documents. However, financial professionals sometimes neglect to spend sufficient time and effort to make sure their clients' designations match their actual estate distribution intentions. Join Linas Sudzius of Advanced Underwriting Consultants (AUC) as he: Identifies common beneficiary […]

Can your business owner clients successfully transfer the assets they have worked a lifetime to accumulate? Often, a business owner does not understand the issues that are involved in transferring a business to the next generation or to a third party. Join IP Brokerage and Securian Financial Advanced Sales for our latest installment of estate […]

Spring is officially here, and Symetra’s indexed universal life (IUL) products are in full bloom! Continuing on our guiding principles of Value, Transparency and Sustainability, we’re excited to introduce you to our new versions of Accumulator Ascent IUL and Protector IUL. Please join us on Tuesday, April 25, 2023, as Symetra’s Paul Pistilli and Greg Rohtstein […]