Watch when you want. If you missed a live session, search our library of free, on-demand webinars for financial services professionals. Invest 30 or 60 minutes. Expand your understanding. Improve your sales process. Grow your business. And then put it into action by reaching out to the webinar host or contacting us.

Long-Term Care

Mastering Multi-Life LTC

Multi-life sales can save clients money on LTC premiums – especially females. And with a simplified underwriting process, clients can do less to get coverage. Through our partnership with AGIS network, you have a platform for approaching the conversation with business owners.

Chad Eyrich, Kevin Sypniewski

October 2020 • 29 minutes

Practice Management

Focus Your Conversations. Increase Your Impact.

How do you make sure your message is personalized, yet repeatable? We discuss five ways to prepare for and follow through on meaningful conversations that lead to increased sales, so you're ready for multiple meetings while providing an individualized planning approach.

Megan Easton

September 2020 • 33 minutes

Long-Term Care

Understanding the LTC Planning Conversation

Don't let your client's long-term care plan be unintentional. Watch to see how to identify the clients who are most likely to listen and act, how “self-insuring” can impact a client's portfolio and available insurance solutions that can reduce the financial impact of an unexpected event.

Chad Eyrich

September 2020 • 22 minutes

Life Insurance

A New Generation of Life Insurance

Think beyond whole life. Retirement funds. Tax-free saving. Tax-deferred accumulation. Permanent life has always been more than just a death benefit – when structured correctly it can be a vehicle to help clients prepare for retirement. We cover the advantages of IUL and more.

Sam Rocke, Bryan Haas

August 2020 • 24 minutes

Retirement Solutions

Build Smarter Retirement Plans

JourneyGuide is the only software that proves when an annuity is in the best interest of your clients. And we do it in 15 minutes. See how it can help you help your clients optimize Social Security while dramatically increasing the probability of retirement success.

Megan Easton

July 2020 • 28 minutes

Life Insurance

The Basics of Legacy Planning

Everyone is philanthropic. Everyone leaves a legacy at their passing. The question is who do you want your legacy to go to? Family? Charity? The IRS? Watch as we talk about how to pass on values and resources to the next generation.

Sam Rocke

June 2020 • 31 minutes

Life Insurance

IUL Roundtable Virtual Event

The numbers speak for themselves. In a volatile market, indexed universal life helps your clients protect their downside risk while taking advantage of stock market gains. You don’t need to be an expert on IUL structure. We'll help construct a conversation that builds confidence.

Sam Rocke, Joe Ross, Charles Parrack

June 2020 • 47 minutes

Practice Management

Say It So It Sticks!

Financial advisors are professional speakers. You earn your income, initially at least, by guiding fruitful conversations. Learn effective referral language that works in the real world, so you can confidently and convincingly be heard by the people you most want to help.

Paul-Kingsman-Ash-Brokerage-Practice-Enhancement

Mike McGlothlin, Paul Kingsman

May 2020 • 61 minutes

Retirement Solutions

Using In Marriage QDROs for Estate Planning

You might have thought a qualified domestic relations order (QDRO) was reserved for couples in divorce. But for married couples, QDROs provide a unique planning opportunity to gain assets and assist in retirement income planning. Watch to learn the requirements and best use cases.

Mike McGlothlin, Stephanie Prestridge

April 2020 • 62 minutes

Life Insurance

Optimize Retirement Income Using Life Insurance

Your clients have accumulated assets. But are they ready for efficient wealth preservation? Permanent life insurance is a tax-advantaged location to help save for retirement. Learn about policy structure, tax diversification and answer the question, "when is this a good idea?"

Sam Rocke

March 2020 • 21 minutes

Long-Term Care

Identifying Clients for Long-Term Care

With every client in a different stage of life, it can be challenging to know whether long-term care insurance is right for them. We'll help you identify the sweet spot for clients seeking insurance-based solutions, including taking a different sales approach for younger vs older clients.

Chad Eyrich

February 2020 • 28 minutes

Long-Term Care

Making the Long-Term Care Conversation Simple

It's one of the most important subjects you can address — long-term care. Keep the conversation going by tactfully responding to six common client concerns. Learn unique approaches for different clients, including the three questions you should use to start every LTC discussion.

Chad Eyrich

January 2020 • 32 minutes