Events

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.

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.

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.

REGISTER 9/25 - Business Insurance with Asset Care

REGISTER Join us for a hands-on demonstration of the ASG website's business processing tools. We'll walk through how to find the right product, compare pricing options, submit business electronically, and track pending cases from submission through completion. By the end of the session, you'll have a clear understanding of how to leverage the platform to streamline your workflow and serve your clients more effectively.

REGISTER Join us for a hands-on demonstration of the ASG website's business processing tools. We'll walk through how to find the right product, compare pricing options, submit business electronically, and track pending cases from submission through completion. By the end of the session, you'll have a clear understanding of how to leverage the platform to streamline your workflow and serve your clients more effectively.

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.