Events

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!

REGISTER 9/11 - Annuity Care Case Design

REGISTER Join Paul Pistilli, Symetra’s vice president of life sales, as he moderates a discussion with industry experts on the current state of the high-net-worth foreign national (HNWFN) market. He'll explore the evolution of Symetra's program over the past seven years, reinsurers' perspectives on today's market, and emerging opportunities ahead. Whether you're active in HNWFN business or looking to learn more, you'll gain practical insights into today's marketplace. Key Topics Covered Include: Key trends shaping today’s global high-net-worth population and the priorities driving demand The role of U.S. life insurance in sophisticated wealth and legacy planning strategies Best practices for a fast, easy application experience for your HNWFN clients How Symetra is uniquely positioned to help you serve this market with confidence

REGISTER There's more to Life. Expect more. ' Effective Sept. 19, 2026, we are expanding our whole life lineup with the launch of Whole Life Guard 10 Pay and Whole Life 95! Join Vinny Seaha, Andrew Martin and Mark Drauschke to learn about MassMutual's new Whole Life Guard 10 Pay, designed for protection-focused clients that offers more guaranteed death benefit for each premium dollar than other limited-pay whole life options, and Whole Life 95, which builds guaranteed cash value more quickly in the early policy years and permanent protection that's paid-up at age 95.

REGISTER Business owners often spend years building value in their company but far less time planning how to realize that value. In this session, we'll explore buy-sell planning strategies, business succession concepts, and innovative funding approaches that can help owners prepare for retirement, disability, departure, or death. 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 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.