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.

These webinars are intended for financial professional use only and are not to be reproduced or shown to clients.

Medicare Solutions

How to Navigate the Medicare Maze

Clients nearing age 65 are bombarded with messaging about Medicare. Cut through the confusion and learn how our white-glove service can help you find the right solutions and discover ways to find Medicare opportunities throughout the year.

Carly Rosswurm

April 2024 • 36 minutes

Retirement Solutions

Guaranteed Income: The Forgotten Household Asset

Guaranteed income is the largest financial asset for most retirees. Yet, its role in a financial plan is generally used to fund retirement cash flow liability. Discover new methods to evaluate the true benefits and how to optimize for today’s environment.

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Jim Dobler, David Blanchett

April 2024 • 60 minutes

Long-Term Care

LTC University: 3 Ways to Avoid Common Sales Challenges

Clients don't think they'll need long-term care insurance, and advisors don't think they know enough to sell it. That's why we're arming you with powerful ways to avoid common sales challenges and showing you how to move from "you should" to "I'm glad I did."

Stephen Denton, Bryan Langdon, Amy Lozier

March 2024 • 27 minutes

Retirement Solutions

Driving Sales Through Social Security Optimization

In partnership with RSSA®, The National Association of Registered Social Security Analysts, you can be a Social Security expert. Education. Technology. Marketing. Support. Build your sales funnel, fill seats at events and open the door to new opportunities.

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Mike McGlothlin, Thomas Drapala

March 2024 • 50 minutes

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Life Insurance

The Inside Scoop: What Two CEOs Think About the Future of Term

Get a behind-the-scenes look at the discussions shaping the term life insurance market. Using Legal and General America's new FlashTerm product as inspiration, you'll gain unparalleled insights from two industry leaders and be at the forefront of future innovation.

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Tim Ash, Mark Holweger

February 2024 • 26 minutes

Helping Clients Maximize Social Security Income

Clients are typically misinformed about Social Security. And that leaves you with a key planning opportunity. Join us to unlock strategic planning opportunities that reduce potential tax exposure, maximize total value and pave the way for a secure retirement.

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Randy Kitzmiller, Kegan Morris

February 2024 • 33 minutes

Practice Management

Ready, Set, Go for 2024

Life's milestones deserve to be insured. Learn tactical ways to grow your business by creating memorable moments with your clients. Sometimes the best growth strategies are ones you don’t need to learn. You just need the inspiration to get started.

Paul Kingsman

January 2024 • 31 minutes

Long-Term Care

LTC University - Preparing for State-Mandated Coverage

LTC is making headlines as more states consider a tax for individuals without long-term care insurance. See why you should create a plan before it's mandated, how to keep the discussion rolling and ways to present an LTC quote clients will buy.

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Stephen Denton, Bryan Langdon

November 2023 • 30 minutes

Retirement Solutions

Redefining the Optimal Retirement Income Strategy

Retirement success looks different today, and no one knows exactly what to expect in the future. But with better metrics, we can achieve better results. Join guest presenter David Blanchett as he uses his wealth of research on retirement models to close the gaps.

Mike McGlothlin, David Blanchett

November 2023 • 59 minutes

Retirement Solutions

Estimating the True Cost of Retirement

Retirement isn’t cheap. Preparing a solid plan starts with understanding the true cost — but calculating it is based on several variables, making it tough to estimate. Join guest presenter David Blanchett for a revised framework to guide your clients better.

Mike McGlothlin, David Blanchett

August 2023 • 60 minutes

Advanced Planning

Creating Urgency in Trust-Based Estate Planning

Prioritize your high-net-worth clients’ estate planning goals, while considering current macroeconomic factors. With current estate tax exemptions scheduled to sunset, we'll help accelerate your clients' decision-making process on trust financing options using life insurance.

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Steven Gates, Caroline Brooks

May 2023 • 37 minutes

Disability Insurance

Income Protection: Moving from Awareness to Action

It’s the foundation of their financial plan. Is the foundation secure? With individual disability insurance, you can provide comprehensive, competitive income protection for your client’s greatest asset – their ability to earn a paycheck.

Tim Kukieza

May 2023 • 33 minutes