Events
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Securian Financial: Leaving a Tax Efficient Legacy
Recent retirement tax legislation has downgraded qualified dollars as a favorable legacy asset. At the same time, lower tax rates under Tax Cuts & Jobs Act (TCJA) will expire in 2026. Now is the time to consider several strategies using annuities and life insurance as financial tools to create a more tax-efficient legacy for heirs. […]
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Foreign National Clients: Expanding Your Markets with Prudential
Join us to discover the life insurance opportunity with foreign nationals. Foreign nationals have unique planning considerations and can benefit from your help. Learn what makes life insurance attractive to them and how to identify eligible clients in your book of business. REGISTER HERE
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Underwriting Uncovered: Navigating Impairments with Mass Mutual
Join the MMSD Life Underwriting team for our new monthly webinar series. Each month, we will highlight a common underwriting impairment, risk or program that we frequently see at MassMutual. The purpose of these calls will be multi-faceted. It will be educational so you can learn more about the impairment, include field underwriting tips to […]