Events

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 Your clients are diligently saving for retirement. Are they prepared from a post-retirement income and healthcare needs perspective? How will they know whether they are prepared? This course will help you to help your clients understand the following: how early retirees can build a healthcare bridge prior to becoming Medicare-eligible (age 65), what Medicare options are available, how to address the risk of a long-term care event during retirement, when is the ideal time to claim Social Security benefits, and how retirees can address income needs prior to or in addition to claiming Social Security benefits. Additionally, the course will discuss how life insurance and/or annuities may work in conjunction with various retirement and health-care strategies.

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 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 What made Athene Performance Elite, a fixed indexed annuity, 2023’s Deal of the Year*? Find out from Emma Roland, Product Marketing Consultant at Athene, who will share why this solution is still a go-to choice for many financial professionals. Learn if this is the solution for clients who need:       Growth potential with highly competitive rates     Added peace of mind and flexibility     Protection from market downturns

REGISTER Join us as our Advanced Markets experts examine how insurance products play a critical role in holistic retirement planning. By integrating Mutual of Omaha's life insurance and annuity products alongside traditional investments, advisors and agents can help clients create more reliable income, enhance tax efficiency and better manage risks such as longevity, market volatility and Social Security uncertainty.

REGISTER Are all protection IULs built to go the distance? Join us to gain a new perspective and hear three actionable sales ideas you can put into practice.

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 Join Brett Berg, Vice President of Advanced Planning, to discover how protection, legacy, tax efficiency, and control come together in a holistic estate plan. Walk away with ideas to confidently lead estate planning conversations with every client. Speakers: Brett Berg, J.D.,* LL.M., CLU®, ChFC® Vice President, Advanced Planning, Prudential Financial, Inc. Brett Berg brings more than 21 years in Advanced Planning. Brett has led the Prudential team and is an industry thought leader and accomplished public speaker in the advanced markets space. He has deep expertise in estate, charitable, wealth transfer, and retirement strategies, as well as in practice management. Prior to joining Prudential, Brett was a key player in advanced markets, spending several years at Nationwide, before switching roles to lead the Advanced Marketing team at The Hartford. Brett received his B.A. from Bradley University, his law degree from Creighton University, and his LL.M. (Taxation) from Capital University. Specialties: Estate, Business, and Charitable Giving Strategies. Donna M. Scalaro, JD* Vice President, Advanced Planning, Prudential Financial, Inc. Donna Scalaro is a Vice President in the Advanced Planning Group of Prudential. In this role she consults with Prudential's sales force and distribution partners to provide technical knowledge and support for […]