Events

REGISTER If you have a client who just inherited an IRA, there’s an important question to consider asking: are they aware of the distribution rules that may apply, including the 10-year rule, and how the timing of distributions could affect their taxes? Join Jay Kautt, Vice President of Advanced Market Sales at Athene, as he reviews the SECURE Act's final rules on non-spouse inherited IRAs — and shares three key points to help guide conversations with clients:  The 10-year rule: Most non-spouse beneficiaries must liquidate the inherited IRA by December 31 of the 10th year after the IRA owner’s death. Timing drives taxes: Distributions count as ordinary income — a lump sum can push a beneficiary into a higher bracket, while spreading withdrawals over 10 years helps keep income more level. Where Athene fits in: Athene accepts non-spouse inherited IRA business on select products, under certain circumstances, helping add flexibility to align distributions with a client’s broader plan.

REGISTER Join us for an introduction to the new ASG website and digital experience. We'll show you how to access the site, navigate key areas, explore available tools and resources, and preview the new capabilities that will help you do business more efficiently. You'll also get a look at what's coming next and how to prepare for the ASG’s Technology Transformation.

REGISTER 9/25 - Business Insurance with Asset Care

REGISTER Join us for a hands-on demonstration of the ASG website's business processing tools. We'll walk through how to find the right product, compare pricing options, submit business electronically, and track pending cases from submission through completion. By the end of the session, you'll have a clear understanding of how to leverage the platform to streamline your workflow and serve your clients more effectively.

REGISTER Join us for a hands-on demonstration of the ASG website's business processing tools. We'll walk through how to find the right product, compare pricing options, submit business electronically, and track pending cases from submission through completion. By the end of the session, you'll have a clear understanding of how to leverage the platform to streamline your workflow and serve your clients more effectively.

REGISTER In this practical, hands-on session, you’ll learn how to apply AI across your practice in ways that save time, deepen client relationships and drive growth. You’ll discover how to: •Demystify AI and separate myth from reality •Use a structured prompting approach to generate       sharper, faster results •Apply AI to prospecting, client follow-through and     retention •Spend less time on administrative tasks — and more     time building relationships Walk away with practical tools and repeatable workflows you can immediately apply to your daily work.

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   John Hancock is raising the bar for protection. Join us for an inside look at the latest enhancements to our protection portfolio, including new lifetime guarantees on Protection IUL 26 and expanded flexibility across our term solutions. Gain firsthand insights on: What's new across the protection portfolio How to position these solutions with clients Competitive advantages and sales opportunities Strategies to help grow your business Real-world case opportunities and key client scenarios

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 Presented by Doug Ewing Helping your clients realize their wealth transfer goals with wealth management and planning for retirement. Understanding the importance role financial professionals play in legacy planning, as well as estate planning and beneficiary designations. We'll consider the various concepts of legacy planning and how they can help meet specific real-life goals and, in turn, help you connect with the next generation.