Date: Wednesday, November 2, noon – 1 pm ET Replay temporarily unavailable, please check back. This webinar outlines the most important areas of conflict between the best practices of retirement income planning and special needs planning. In many cases, resources must support our clients in retirement, or must support their special needs dependent, and generally […]

SPIAs & DIAs – A Case For Growth Date: Wednesday, October 19, noon – 1 pm ET This webinar will be available for replay after LIMRA releases full results to study participants. Fueled by demographic, regulatory, technological, and economic trends, the demand for guaranteed lifetime income is growing. In particular, there is an increasing market […]

The Looming Problem with Retirement Planning Calculators Date: Wednesday, September 21, noon – 1 pm ET Replay In his presentation, Andrew Way will highlight the key findings from Corporate Insight’s recent study, “The Looming Problems with Retirement Planners”. He’ll provide the basis of the study and research methodology used then outline the tremendous variation his […]

Pass Down Wisdom with Wealth Date: Wednesday, September 7, noon – 1 pm ET Replay An Allianz survey asked Baby Boomers to rank priorities when granting an inheritance. By a factor of 8-1 they prefer passing down family history, stories and life lessons above financial assets. In this webinar you will learn how to fill […]

The New Fiduciary Rules: What Do You Need to Know and Do Now? Date: Wednesday, July 27, noon – 1 pm ET Replay This webinar will include: A timely and pertinent review of the fiduciary law as published on April 8, 2016. Specific preparations, such as whether and how the BIC exemption, fee levelization and […]