• American National: Safe Harbor Plans and Deadlines

    Join us for a 30-minute webinar as we present 401(k) plans designed to meet your business owner’s retirement goals. Plus, learn how you can help your business owners save on their current taxes and still provide tax free income at retirement. Register Here

  • Nationwide leader underwriting panel (live)

    Take part in a live panel-style discussion with underwriting leaders Lee Fluharty, Mike Souslin and T.J. Doan, moderated by Divisional Sales Leader John Kneir. Register Here

  • Business After Hours: An LIAFPN Gathering!

    We are thrilled to be able to meet in person finally. So let's celebrate over Happy Hour! Please join us on July 15th at 5:30 PM at The Hilton located at 598 Broadhollow Rd, Melville, NY 11747 Mingle with other financial professionals, including CPAs and Attorneys, in a relaxed environment. We look forward to connecting with you! Register...

  • American National: We Have Your Plan

    Ever wonder what retirement plan is best for your business owners? Would a safe harbor 401(k) plan or defined benefit plan be best? How about a 412(e)(3) plan? Should life insurance be included in the plan? Frequently, the answers depend on where the business is in its “Business Life Cycle”. Join us for a 30-minute...

  • MLSB Index Performance Review & Recap

    Please join us for an informational webinar on Join this session to hear about the MLSB Index. This call will cover recent index performance results as well as a recap of what the index is and how it works. Webinar Date and Time: Tuesday, July 27, 2021 at 1:00 PM CT Dial-in Number: +1-469-210-7159 Access Code: 1726...

  • Nationwide’s evolution of underwriting

    Join us to hear about upcoming enhancements to our Nationwide Intelligent Underwriting process later in 2021 for the BGA channel, including info on our new digital interview capability, real-time feedback on client acceleration and the ability to choose your paramed vendor. Register Here

  • Grow your Practice with Care Solutions Designed Specifically for Your Clients

    Join us and learn how to Implement Care Planning into Your Practice With Glenn Usher and Julia Mauro Tuesday, August 3rd 11:00 AM P.S.T(2 PM E.S.T) You're invited!- GA Vision Series Call Please join your Lincoln team for a conversation that will explore the MoneyGuard Suite of products. We will demonstrate how to align each...