REGISTER This course equips financial professionals to guide business owners through succession planning. Participants learn to assess readiness, identify successors, and implement buy/sell agreements while aligning personal, business, and financial goals. By the end, they can create plans that ensure smooth ownership transitions and lasting security.
REGISTER The OneAmerica® Care Solutions Deep Dives webinar series goes in-depth on topics related to our asset-based long-term care (LTC) protection. Join our free webinars every other Friday at 11 a.m. ET. Each session is intended to last 15 to 40 minutes. A schedule of deep dive webinar topics is listed below. Upcoming Topics: 5/8 - The Self-Funding Illusion 6/5 - Why Joint Life/LTC? 6/19 - Adaptable Annuities
REGISTER Today’s business owners are navigating multi-faceted challenges as they work to protect what they’ve built—their businesses and the people who fuel their growth. Drawing on insights from the 2026 Principal® Business Owner Study, this webinar explores the evolving priorities shaping their financial planning decisions, risks to their business that they are feeling most acutely, and the complexities making these challenges harder to solve. Attendees will gain a clearer view of how business owners are thinking about: Workforce concerns Benefit pressures Rising healthcare costs Attendees will walk away with: Key questions to ask to help start and foster conversations with their current clients and prospects Resources with additional insights to be used at their fingertips Featured presenter(s) Nate Schelhaas Senior Vice President and Head of Business Owner Segment, Benefits and Protection Nate Schelhaas is a senior vice president, actuary, and head of the Business Owner Segment in Benefits and Protection with Principal Financial Group®. He is responsible for the management of the New Business, Underwriting Product Development, and Actuarial Teams. He also leads the Data and Analytics team for the Benefits and Protection segment. Nate has been with Principal for 26 years and has held multiple roles; prior to his current role he served as the Life chief financial officer. Kimberly Etchings National Vice President, […]
REGISTER Business succession planning can seem complex and is often under-addressed by business owner clients. This session will equip you with practical legal and tax planning information to help identify gaps, ask better questions, and deliver product options to your clients. What you’ll learn • Understand key exit strategies and how early planning can impact long-term outcomes • Explore how entity structure and timing decisions can materially affect after-tax results • Navigate buy-sell agreement risks and structuring pitfalls by reviewing a popular case It is important to note that tax consequences depend on each taxpayer’s specific facts and circumstances. The information provided is general in nature and is not intended, and should not be construed, as tax, legal, or accounting advice to any particular person or entity. Clients should consult their own tax advisor, legal counsel, or accounting professional regarding the application of tax laws to their individual situation. Speakers Mike Brogan Life Divisional Sales Manager Lincoln Financial Patrick Conner Partner Husch Blackwell
REGISTER Join us as we explore the contrasting stories of two fictionalized multigenerational families, the “Sweets” and the “Sours,” to illustrate why some family enterprises preserve wealth across generations while others lose it, despite facing similar economic and tax environments. We’ll examine how governance, trust structures, tax-aware planning, and especially life insurance can help manage estate tax exposure, create liquidity, and support business continuity. Ultimately, successful generational wealth transfer depends not just on moving assets, but on continually “refilling the funnel” so future generations have the capital and structure needed to sustain the estate. Speakers: Marc Belletsky, J.D., CLU®, ChFC®, RICP® Senior Advanced Sales Counsel, Securian Financial Will Rasschaert, J.D., CLU® Advanced Sales Counsel, Securian Financial
REGISTER Unlock more from Indexed Universal Life (IUL) and Income Protection Agreement (IPA Flex)
REGISTER Your clients are motivated to live well. We're motivated to help. At MassMutual, we believe financial protection is only part of the story. True longevity starts with supporting the whole person—financially, physically, and mentally. Something new is coming. Join us for a brief conversation about the next chapter of MassMutual’s wellness benefit offering and how it’s designed to help you deepen client relationships through meaningful, modern value
REGISTER The OneAmerica® Care Solutions Deep Dives webinar series goes in-depth on topics related to our asset-based long-term care (LTC) protection. Join our free webinars every other Friday at 11 a.m. ET. Each session is intended to last 15 to 40 minutes. A schedule of deep dive webinar topics is listed below. Upcoming Topics: 6/5 - Why Joint Life/LTC? 6/19 - Adaptable Annuities
REGISTER This course addresses the financial planning challenges of special needs caregivers and their families. It equips professionals with insights into emotional and financial complexities, highlighting the role of emotional intelligence, specialized knowledge, and collaborative planning in achieving lasting stability.
REGISTER The OneAmerica® Care Solutions Deep Dives webinar series goes in-depth on topics related to our asset-based long-term care (LTC) protection. Join our free webinars every other Friday at 11 a.m. ET. Each session is intended to last 15 to 40 minutes. A schedule of deep dive webinar topics is listed below. Upcoming Topics: 6/19 - Adaptable Annuities