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.
REGISTER Many affluent clients underestimate the impact Social Security can have on their long-term financial outcomes. Join us to learn how Social Security planning can support conversations around longevity, taxes, survivor protection and retirement income while helping clients make more informed decisions. Discover practical strategies that can deepen client relationships and uncover new planning opportunities. We hope you can make it. Register today to save your spot.
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 Friday, October 23, 2026 2:00 PM-2:45 PM EDT When discussing potential VUL solutions, help your clients understand the powerful role fund choice can make in helping them meet their goals. Join us to see why fund choice may be the difference between a policy that meets expectations and one that falls short. Gain firsthand insights on: How John Hancock's fund story supports a longevity-planning mindset Real-world case study of Protection VUL policy performance How John Hancock's unrestricted fund lineup stacks up vs. competitors Connecting illustrations, expectations and fund selection in client conversations Don't miss this opportunity to learn firsthand how fund choice can make your VUL sales.