Calendar of Events
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Securian Financial: Life, Less Complicated with Eclipse Accumulator IUL
Securian Financial: Life, Less Complicated with Eclipse Accumulator IUL
Join Securian Financial and IP Brokerage to discuss the straightforward design of the Eclipse Accumulator IUL. Join the webinar HERE.
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Securian Financial: Help Protect Your Client’s Future With Eclipse Protector II IUL
Securian Financial: Help Protect Your Client’s Future With Eclipse Protector II IUL
Join Securian Financial and IP Brokerage for case studies and sales ideas on Securian's protection-focused IUL. Join the webinar HERE.
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Lincoln ONEmeeting: New SALES IDEAS to Start 2020 Strong
Lincoln ONEmeeting: New SALES IDEAS to Start 2020 Strong
Are you a financial professional who wants to be in the know and have access to the latest industry trends, goals-based planning strategies, and opportunities that will drive new business? Then you’ve come to the right place. Start off 2020 with a number of exciting sales ideas to help you hit the ground not just […]
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OneAmerica: Training for Hybrid Life & Annuity LTC
OneAmerica: Training for Hybrid Life & Annuity LTC
This presentation covers all of the OneAmerica Care Solutions options and sales ideas. Setting up the LTC sale Covering two individuals under one policy Lifetime benefits and the advantages Use of IRA, 401K, 403B to pay for LTC Guaranteed premiums for LTC Convert Non-qualified annuities to tax-free for LTC Dates & Times: Friday, July 17th […]
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North American: Client-Friendly Materials You’ll Love
North American: Client-Friendly Materials You’ll Love
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 […]
American National: The Power of the Safe Harbor 401(k)
American National: The Power of the Safe Harbor 401(k)
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 […]
The SECURE Act: What Every Financial Professional Needs to Know
The SECURE Act: What Every Financial Professional Needs to Know
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 […]
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Prudential: Reg 187 Update for Life Insurance
Prudential: Reg 187 Update for Life Insurance
This call will provide additional information about the regulation, training requirements, and the implementation timeline for life insurance. Date & Time: Thursday, January 23rd at 1:00 PM EST Dial-in & Access Code: 866.657.9739 / 2879555