Events

REGISTER About this webinar Employers are one of the most trusted institutions for American workers today. When employees see that their company invests in their financial security through the benefits they offer, that trust deepens and loyalty rises. However, nearly half of all business owners say that overly complex language stands between them and educating their employees about benefits. Our featured speaker, Emmy-award winning journalist Harry Smith, will share impactful communication strategies—with tangible real-world examples—to help guide employers and financial professionals towards clearer conversations with employees. You’ll also hear how one passionate employee relations executive tailors benefits for employees at various life stages and why they find it so important to have a good partner in benefits communications. Featured presenters Kara Hoogensen Senior Vice  President and Head of Workplace Benefits – Benefits and Protection Kara Hoogensen leads Workplace Benefits at Principal Financial Group ®, overseeing strategy, innovation, and claims operations for Benefits and Protection and sales compensation operations for Principal ®. Hoogensen joined Principal in 1996 in the retirement division. After a year with Merck & Co., Inc., she re-joined Principal in 2001.  During her tenure, she has held a variety of positions, including business development, strategy, and leadership for Principal Bank ®, Principal Trust […]

REGISTER Nonqualified annuities are a common insurance product that many rely on for their financial and retirement planning. It is crucial that insurance agents, financial advisors, and CPAs understand how annuities work and interact with tax law so they can properly advise clients on how to use annuities to help them accomplish their clients goals.

REGISTER 8/14 - Care Solutions: Two Approaches to the LTC Conversation

REGISTER Help protect clients' legacies with the new Prudential Protection IUL, launching soon. Join Prudential's product development team on August 18, 2026, at 2 pm ET to learn about the new protection-focused indexed universal life product, designed to help clients prioritize death benefit and long-term financial security.

REGISTER Long-term care planning is often one of the most overlooked areas of business and retirement planning, despite its growing financial and personal impact on business owners, employees, and their families. Please keep in mind that the primary reason to purchase a life insurance product is the death benefit. Life insurance products contain charges, such as Cost of Insurance Charge, Cash Extra Charge, and Additional Agreements Charge (which we refer to as mortality charges), and Premium Charge, Monthly Policy Charge, Policy Issue Charge, Transaction Charge, Index Segment Charge, and Surrender Charge (which we refer to as expense charges). These charges may increase over time, and these policies may contain restrictions, such as surrender periods. Policyholders could lose money in these products. This information should not be considered as tax or legal advice. Clients should consult their tax or legal advisor regarding their own tax or legal situation.

REGISTER Expect more from your experience—and deliver more to your clients. Introducing Illustrating Solutions, a new Life Illustration series from MMSD’s Life and Advanced Sales teams featuring quick 15-minute sessions on timely sales and design topics, including blending strategies, distribution concepts, and advanced case design techniques.

REGISTER Tuesday, August 25, 2026 1:00 pm ET | 12:00 pm CT | 10:00 am PT Take part in National Back-to-School Month and discover essential estate planning documents that can help safeguard clients during their lifetimes and support their families after they are gone. In this webinar, National Life will discuss... What are the pillars of estate planning that everyone should have? How do property ownership and beneficiary designations play a role in estate planning? What are the types of trusts and how do they work?

REGISTER Wednesday, August 26, 2026 2:00 PM-2:45 PM EDT Join us for an introduction to Protection SIUL 26 and discover how enhanced guarantees, SmartStart Segments functionality, the unique Bronze Guarantee, and a refreshed indexed account lineup can help support advanced planning strategies. This session will cover how these product enhancements can create greater flexibility, strengthen client outcomes, and position you to win more business in today’s competitive marketplace. Key topics include: Improved current assumption premium solves and no-lapse guarantee durations Extended guarantees through age 100 with the new Enhanced Death Benefit Protection rider The differentiated premium value of the Bronze Guarantee advantage SmartStart Segments for seamless policy management Refreshed indexed account options, including Nasdaq and SimpleLock Capped indexed accounts Advanced markets applications and sales opportunities You’ll walk away with insights and strategies to help maximize the potential of Protection SIUL 26 for advanced client planning needs.

REGISTER For many business owners, the value of their company goes unexamined until a major transition is already underway. Bringing valuation into the conversation earlier may support more comprehensive planning for your business-owner clients. This session takes a closer look at how the valuation process works and the role it can play across succession, exit planning, and funding strategies. Join Pacific Life as they discuss: Key valuation methodologies and how conclusions of value can inform business planning decisions. Succession and exit strategies, buy-sell funding arrangements, and the role life insurance can play in keeping them properly funded. How to build a collaborative planning team that puts the business at the center of every client conversation.

REGISTER 8/28 - Asset Care: One-Liners & Handling Objections