Events

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

REGISTER September is an opportunity to reconnect with clients, engage new prospects and start meaningful conversations about protection planning. Join Securian Financial for an upcoming webinar featuring practical tools, resources and strategies you can use to make the most of Life Insurance Awareness Month (LIAM). Webinar: Make the Most of Life Insurance Awareness Month Date: Wednesday, September 2, 2026 Time: 1 p.m. CT Presenter: Lourdes Bunay, Regional Sales Consultant During this session, you’ll learn how to: Leverage ready-to-use LIAM marketing and social media resources Start conversations using life insurance needs calculators Reconnect with existing clients through policy reviews Use illustration concepts to help bring planning strategies to life Walk away with actionable ideas and resources you can use throughout September and beyond to create more meaningful life insurance conversations.

REGISTER Life Insurance Awareness Month is coming! It's an opportune time to discover how life insurance can help clients protect their legacy goals and feel more confident spending their retirement assets. You'll also gain strategies aimed at strengthening retirement planning conversations, identify asset consolidation opportunities, and build more lasting relationships across generations.

REGISTER This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details... - 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 NQ annuities to tax-free for LTC

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 Performance today. Perspective for tomorrow. In our kickoff session, we share insights on the IUL Index's strong debut year and considerations for navigating market volatility during an election cycle. IUL Index Performance Spotlight with Karen Gilmore Buxton Why Lincoln and the marketplace are leveraging VCIs How have they performed since product launch? 5 ways to give the opportunity to achieve returns about an S&P 500 Traditional cap Midterms and Markets: Investing around the vote with Matt Berger Whether choppiness should be expected as Election Day approaches How markets have historically performed after the vote is in Whether the party in power drives investment outcomes Host Anthony Harlan VP – Relationship Management Speakers Karen Gilmore Buxton Sr. Product Specialist – CMS Matt Berger VP – Client Investment Strategies Jon Dupes Sales Vice President

REGISTER Estate planning isn't just for the wealthy. It's for anyone who wants to protect their family, preserve their assets and ensure their wishes are carried out. During this session, you'll learn about: • Essential estate planning documents: understand the importance of wills, financial powers of attorney, living wills and health care directives. • Strategies for avoiding probate: learn how properly titling accounts and naming beneficiaries can help assets bypass the lengthy, public and potentially costly probate process. • The role of life insurance in estate planning: explore practical sales ideas you can use to position life insurance as an important part of a client’s estate plan. Bring your questions for a live Q&A. We look forward to having you!

REGISTER Non-Hodgkin Lymphoma 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.

REGISTER We are excited to roll out our new protection whole life (SecurityProSM) and cash accumulation whole life (SecurityFlexSM) products to you as well as new riders to help you sell more with Security Mutual Life! Join us to learn all about these new products and riders, how they compare to existing products and riders, how they differentiate themselves in the market and how you can help grow your year-end and future business with them!