Events

REGISTER Long-term care planning is often one of the most overlooked areas of business and retirement planning, despite its growing financial and personal impact on business owners, employees, and their families. 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 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 Tuesday, August 25, 2026 1:00 pm ET | 12:00 pm CT | 10:00 am PT Take part in National Back-to-School Month and discover essential estate planning documents that can help safeguard clients during their lifetimes and support their families after they are gone. In this webinar, National Life will discuss... What are the pillars of estate planning that everyone should have? How do property ownership and beneficiary designations play a role in estate planning? What are the types of trusts and how do they work?

REGISTER Wednesday, August 26, 2026 2:00 PM-2:45 PM EDT Join us for an introduction to Protection SIUL 26 and discover how enhanced guarantees, SmartStart Segments functionality, the unique Bronze Guarantee, and a refreshed indexed account lineup can help support advanced planning strategies. This session will cover how these product enhancements can create greater flexibility, strengthen client outcomes, and position you to win more business in today’s competitive marketplace. Key topics include: Improved current assumption premium solves and no-lapse guarantee durations Extended guarantees through age 100 with the new Enhanced Death Benefit Protection rider The differentiated premium value of the Bronze Guarantee advantage SmartStart Segments for seamless policy management Refreshed indexed account options, including Nasdaq and SimpleLock Capped indexed accounts Advanced markets applications and sales opportunities You’ll walk away with insights and strategies to help maximize the potential of Protection SIUL 26 for advanced client planning needs.

REGISTER For many business owners, the value of their company goes unexamined until a major transition is already underway. Bringing valuation into the conversation earlier may support more comprehensive planning for your business-owner clients. This session takes a closer look at how the valuation process works and the role it can play across succession, exit planning, and funding strategies. Join Pacific Life as they discuss: Key valuation methodologies and how conclusions of value can inform business planning decisions. Succession and exit strategies, buy-sell funding arrangements, and the role life insurance can play in keeping them properly funded. How to build a collaborative planning team that puts the business at the center of every client conversation.

REGISTER 8/28 - Asset Care: One-Liners & Handling Objections

REGISTER September is an opportunity to reconnect with clients, engage new prospects and start meaningful conversations about protection planning. Join Securian Financial for an upcoming webinar featuring practical tools, resources and strategies you can use to make the most of Life Insurance Awareness Month (LIAM). Webinar: Make the Most of Life Insurance Awareness Month Date: Wednesday, September 2, 2026 Time: 1 p.m. CT Presenter: Lourdes Bunay, Regional Sales Consultant During this session, you’ll learn how to: Leverage ready-to-use LIAM marketing and social media resources Start conversations using life insurance needs calculators Reconnect with existing clients through policy reviews Use illustration concepts to help bring planning strategies to life Walk away with actionable ideas and resources you can use throughout September and beyond to create more meaningful life insurance conversations.

REGISTER Life Insurance Awareness Month is coming! It's an opportune time to discover how life insurance can help clients protect their legacy goals and feel more confident spending their retirement assets. You'll also gain strategies aimed at strengthening retirement planning conversations, identify asset consolidation opportunities, and build more lasting relationships across generations.

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.