The Benefits of Gifting

REGISTER Join our monthly trimester webinar presented by Michael G. Connell, Director of Advanced Planning, that will provide you with an overview of gifting and today’s opportunity, so that you can help clients optimize their legacy plan.

Suitability updates you need to know

REGISTER Join Athene’s Chad Batterson, VP Compliance, for the latest suitability process updates. He’ll also offer a closer look at the suitability form and product comparison worksheets required when doing business with Athene.

Underwriting Awareness Month 2025

REGISTER   July 16, 2025 – Innovative underwriting: How CareMatters® is evolving Join us for a roundtable discussion on recent underwriting enhancements for our Nationwide CareMatters® products and how they’ll benefit you and your clients who are seeking...