Events

REGISTER In this practical, hands-on session, you’ll learn how to apply AI across your practice in ways that save time, deepen client relationships and drive growth. You’ll discover how to: •Demystify AI and separate myth from reality •Use a structured prompting approach to generate       sharper, faster results •Apply AI to prospecting, client follow-through and     retention •Spend less time on administrative tasks — and more     time building relationships Walk away with practical tools and repeatable workflows you can immediately apply to your daily work.

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   John Hancock is raising the bar for protection. Join us for an inside look at the latest enhancements to our protection portfolio, including new lifetime guarantees on Protection IUL 26 and expanded flexibility across our term solutions. Gain firsthand insights on: What's new across the protection portfolio How to position these solutions with clients Competitive advantages and sales opportunities Strategies to help grow your business Real-world case opportunities and key client scenarios

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 Presented by Doug Ewing Helping your clients realize their wealth transfer goals with wealth management and planning for retirement. Understanding the importance role financial professionals play in legacy planning, as well as estate planning and beneficiary designations. We'll consider the various concepts of legacy planning and how they can help meet specific real-life goals and, in turn, help you connect with the next generation.

REGISTER Tuesday, October 13, 2026 12:00 pm ET | 11:00 am CT | 9:00 am PT Since 2007, David Christie has worked with financial professionals to help them improve their communication skills as they connect with clients. In this webinar, David will explore how storytelling can be a powerful tool for financial professionals. He will share what happens inside the brains of your listeners when they hear a story, explain the “storytellers’ oath” and walk through how specific stories can help engage an audience. He’ll also share six story types you can use immediately to connect with clients and prospects.

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REGISTER Join us as we discuss trusts and permanent life insurance used in estate planning. Trusts can help clients manage and protect assets, avoid probate and ensure property is distributed according to their wishes.   During this session, you'll learn about: Common types of trusts: understand the differences between revocable and irrevocable trusts and how each may be used within an estate plan. Key benefits of trust planning: see how trusts can help avoid probate, provide greater control over asset distribution, protect beneficiaries and address incapacity. Trusts and life insurance: explore how trusts, including irrevocable life insurance trusts (ILITs), may be used to own life insurance and support a client's estate planning goals. Bring your questions for a live Q&A. We look forward to seeing you!   Wed, October 14, 2026 10:00 AM - 10:45 AM (UTC-06:00) Central Time (US & Canada)

REGISTER Wednesday, October 14, 2026 11:00 am ET | 10:00 am CT | 8:00 am PT Security Mutual will review common issues that we encounter in underwriting with advanced markets cases and discuss how to make your case easier for the underwriters. Some of the areas they’ll look at are: Bank on Yourself Juvenile policies Policies on adult children Estate planning cases Business planning cases, including buy-sells and valuations And uses of life insurance in charitable planning.

REGISTER Congenital Heart Defects 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.