Events

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.

REGISTER Participate in National Financial Awareness Month and increase your awareness of common life insurance beneficiary mistakes and gain valuable life lessons

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 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.