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.

Life Insurance

Qualified Dollars and the SECURE Act

Who do your clients want their IRA to go to: their family, charity or the IRS? With the passing of the SECURE Act in late 2019, the taxation of inherited IRAs changed significantly. If you do legacy planning, watch this webinar to understand how to minimize the tax impact.

Steven-Gates-Ash-Brokerage-Advanced-Markets

Bryan Haas, Steven Gates

January 2020 • 31 minutes

Practice Management

The Prospecting Genius of World-Class Financial Advisors

As a financial advisor, you’re bombarded. Coaches who promise to help grow your business. Lead generation services that guarantee results. Marketing firms that have “turnkey” programs. Author and speaker Daniel Collison of Advice 2 Advisors can help you create a process.

Mike McGlothlin, Daniel Collison

January 2020 • 52 minutes

Retirement Solutions

Secure Act: A How-To for Retirement Income Planning

The SECURE Act is the most significant retirement legislation since the Pension Protection Act of 2006. The loss of the stretch provision creates a need for creative techniques and opens opportunities for guaranteed income in qualified accounts. Get up to speed on the changes.

Mike McGlothlin, Jamie Hopkins

January 2020 • 59 minutes

Retirement Solutions

Do annuities improve retirement outcomes?

Do annuities improve retirement outcomes? Is the 4% rule still valid today? Industry expert, Dr. Michael Finke provides a data-driven perspective to help answer questions about the most efficient way to impact retirement – both emotionally and financially – while protecting legacy assets.

Mike McGlothlin

November 2019 • 58 minutes

Long-Term Care

4 Ways to Fund LTC

A solid LTC plan – one that addresses health, lifestyle, family, and yes, finances – takes more than talk. See how real clients have leveraged various funding methods to create a plan for long-term care, including idle assets, qualified assets, nonqualified assets and cash flow.

Chad Eyrich

November 2019 • 33 minutes

Long-Term Care

Candid Conversations: Longevity and Retirement

Planning for longevity is many things. It’s health care planning. Retirement income planning. Tax planning. Charitable planning. Longevity is one of the greatest multipliers of the risk in retirement. Your clients are living longer – and it's your job to plan for it. Change the conversation.

Chad Eyrich, Mike McGlothlin

August 2019 • 28 minutes

Retirement Solutions

Helping Clients Retire Securely

Retirement planning is evolving, but it comes down to one simple idea: financial security. Watch CEO Tim Ash discuss how focusing on creating a guaranteed income stream, not specific products, will shift the way you approach retirement planning conversations and protect your business.

Mike McGlothlin, Tim Ash

June 2019 • 33 minutes

Long-Term Care

Candid Conversations: Why No Plan Is Still A Plan

Many clients have an unintentional long-term health care plan. Without a written plan, they're assuming 100% of the longevity risk. It’s a plan, but probably not the experience they want. View LTC more like a holistic health insurance plan by creating a "pre-funded" deductible for care.

Chad Eyrich, Tim Ash

May 2019 • 28 minutes

Retirement Solutions

Housing Wealth: Five Ways the Conversation has Changed

Since the lifting of reverse mortgage restrictions in January 2019, many advisors can now discuss housing assets as part of retirement income planning. Watch to see what made broker-dealers, insurance carriers and even FINRA change their policies around HECMs.

Mike McGlothlin, Don Graves

April 2019 • 59 minutes

Practice Management

Asking Better Questions | Incorporating Fundamentals of Financial Therapy

Managing client expectations continues to be the most challenging aspect of financial services. But asking the right questions can be a meaningful part of growth. Everyone has unconscious biases. See how to recognize these tendencies to make relationship-building faster and easier.

Mike McGlothlin, Joshua Harris

March 2019 • 59 minutes

Retirement Solutions

Using Social Security to Hedge Longevity Risk

Clients need to make complex choices surrounding Social Security. This session will help you understand which choices can maximize benefits, how to work with modern families to create the largest impact, and when to integrate other sources of guaranteed income.

Mike McGlothlin, Kegan Morris, Randy Kitzmiller

February 2019 • 57 minutes

Long-Term Care

The Technology That is Changing Long-Term Care

You use digital tools to find a ride or order food. And you can use technology to simplify complex planning. See how our LTC PreView underwriting pre-screening tool ensures you have the right product and price — and how the LTC Discussion Tool can guide the conversation.

Chad Eyrich

January 2019 • 28 minutes