Events

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 […]

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 Wednesday, June 17, 2026 2:00 pm ET | 1:00 pm CT | 11:00 am PT Business owners love to use the company checkbook to pay for expenses. A strategy rarely talked about - hear how to use the company checkbook to pay for long-term care premiums for business owner

REGISTER In today’s unpredictable market, clients want both protection and performance — and producers who can deliver both are winning more business. Join this upcoming webinar to see how John Hancock’s Protection VUL (PVUL) delivers, helping you: Address client concerns around market volatility Offer long-term growth potential, alongside strong protection Tailor solutions to meet evolving financial goals   You’ll walk away with practical ideas you can use immediately to navigate market-sensitive discussions, differentiate your approach and drive better outcomes for your clients.

REGISTER Small businesses represent one of the biggest growth opportunities in insurance — but also one of the most operationally challenging. High volumes, tight margins, and manual processes can make the small group segment difficult to scale. Technology is starting to change that. From streamlined onboarding and enrollment to better data integration across brokers and carriers, the right tools can reduce friction, improve accuracy, and unlock growth.

REGISTER The largest intergenerational wealth transfer in history is already underway.1 But many gifting conversations still begin and end with giving cash. Join our Director of Advanced Sales to learn how you can help your high-net-worth (HNW) clients do more with their annual gifting strategy. You’ll discover: Why long-term care (LTC) can be the missing piece of many legacy and gifting conversations A real-world planning scenario comparing unstructured cash gifting versus purposeful gifting How this conversation can help deepen relationships across generations Register today and discover the LTC planning opportunity hidden inside annual gifting. SPEAKERS: Ann K. Hagerty, J.D., RICP® Director of Advanced Sales Lisa Harder Regional Sales Consultant

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

REGISTER Observe National Annuity Awareness Month by learning more about how annuities can complement your retirement and reduce longevity risk with guaranteed income. NOTE: This webinar may not be recorded, copied, transmitted or otherwise disseminated using any device – including but not limited to artificial intelligence note-taking platforms, webinar and browser recording functions, and meeting recording software. Any AI notetakers and other recording functions will be removed from the webinar. This webinar offers one CPE Credit for CPAs that register, attend, and answer 3 polling questions throughout the webinar.