This presentation will walk you through our current guidelines and take a look at common impairments seen during underwriting and pre-screening. Register Here
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...
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...
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
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...
Signature Term and Signature GUL Combo Webinar Wednesday, September 8th, 2021 at 1 p.m. CDT Join us for a live webinar highlighting: Signature Term Signature Guaranteed Universal Life Term Conversions Register Here
Plan ahead to join us on Oct. 21 at 3:30 p.m. ET to see what AIC/AAS has to offer. Hear about our culture, why we're different and how we are positioned to help you grow your financial planning or investment management practice under the roof of a mutual based organization. Learn about: Our multi-custodian platform...
Our last few Happy Hour events were a blast, and we are thrilled to be able to meet in person once again! Please join us on Wednesday, November 10th 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...
We invite you to join us on Tuesday, November 30th at 10:00 AM for a discussion led by Neil Himmelstein with additional insights by John Gibbons. To support you during Long Term Care Awareness Month, we'll offer new ways to connect with your clients via fresh sales strategies and ideas. We encourage you to forward...
Please join us for a Zoom webinar on Wednesday, December 1st at 8:00 am where Andrew Roth of Danziger & Markhoff, LLP, will educate us on optimizing qualified retirement plan design for successful small businesses and update us on recent developments. *One CPE credit will be given upon request to accountants in attendance who are...
