Events for October 14, 2026

REGISTER Join us as we discuss trusts and permanent life insurance used in estate planning. Trusts can help clients manage and protect assets, avoid probate and ensure property is distributed according to their wishes.   During this session, you'll learn about: Common types of trusts: understand the differences between revocable and irrevocable trusts and how each may be used within an estate plan. Key benefits of trust planning: see how trusts can help avoid probate, provide greater control over asset distribution, protect beneficiaries and address incapacity. Trusts and life insurance: explore how trusts, including irrevocable life insurance trusts (ILITs), may be used to own life insurance and support a client's estate planning goals. Bring your questions for a live Q&A. We look forward to seeing you!   Wed, October 14, 2026 10:00 AM - 10:45 AM (UTC-06:00) Central Time (US & Canada)

REGISTER Wednesday, October 14, 2026 11:00 am ET | 10:00 am CT | 8:00 am PT Security Mutual will review common issues that we encounter in underwriting with advanced markets cases and discuss how to make your case easier for the underwriters. Some of the areas they’ll look at are: Bank on Yourself Juvenile policies Policies on adult children Estate planning cases Business planning cases, including buy-sells and valuations And uses of life insurance in charitable planning.

REGISTER Congenital Heart Defects Every month we spotlight a prevalent underwriting challenge, risk, or program encountered at MassMutual, then follow up each session with a summary of essential takeaways.