Upcoming Webinars and Events
June 11, 2026
- Steady Words in an Unsteady Time –
presented by Athene Annuity
12:00 pm ET - Register here.
- Financial Planning Strategies for Special Needs Caregivers –
presented by Nationwide
2:00 pm ET - Register here.
- Their future, their plan: Estate Planning for Every Client –
presented by Prudential
2:00 pm ET - Get details and register.
June 18, 2026
- Giving with purpose: The LTC planning opportunity hidden inside annual gifting –
presented by Securian Financial
Explore how high‑net‑worth families can use annual exclusion gifting not just to transfer wealth, but to proactively protect the next generation from one of the greatest financial risks to legacy planning.
2:00 pm ET - Register here.
- Enhancing Success: Digital Post-Issue Capabilities and IUL Accumulator III Launch –
presented by Nationwide
2:00 pm ET - Register here.
July 6, 2026
- 10-Minute Monday: 5 Mistakes Business Owners Make with Life Insurance – presented by Prudential
Learn how to grow your business with the foundation of a new strategy and the typical client profile.
2:00 pm ET - Register here.
July 8, 2026
- Underwriting Uncovered: Navigating Impairements - Chronic Kidney Disease – presented by MassMutual
2:00 pm ET - Register here.
July 9, 2026
- Understanding Healthcare Costs and Their Impact On Retirement –
presented by Nationwide
2:00 pm ET - Register here.
August 3, 2026
- 10-Minute Monday: Estate Planning for Women – presented by Prudential
Learn how to grow your business with the foundation of a new strategy and the typical client profile.
2:00 pm ET - Register here.
August 12, 2026
- Underwriting Uncovered: Navigating Impairements: Muscular Dystrophy and Muscular Sclerosis – presented by MassMutual
2:00 pm ET - Register here.
August 13, 2026
- Avoiding Common Annuity Mistakes –
presented by Nationwide
2:00 pm ET - Register here.
September 8, 2026
- 10-Minute Monday: Understanding Probate and the Need for Liquidity – presented by Prudential
Learn how to grow your business with the foundation of a new strategy and the typical client profile.
2:00 pm ET - Register here.
October 5, 2026
- 10-Minute Monday: Solving for the Unique Needs of Foreign National Clients – presented by Prudential
Learn how to grow your business with the foundation of a new strategy and the typical client profile.
2:00 pm ET - Register here.
October 8, 2026
- Legacy Essentials - Wealth Transfer –
presented by Nationwide
2:00 pm ET - Register here.
November 2, 2026
- 10-Minute Monday: High-Net-Worth Clients: Today's Planning Opportunities – presented by Prudential
Learn how to grow your business with the foundation of a new strategy and the typical client profile.
2:00 pm ET - Register here.