Lincoln Financial invites you to join us for a live webinar that features industry specialist Kellin Clark from Capital Group. Kellin will be joined by David Wood and Kevin Jones […]

This week you’ll learn: Strategies for high earners and HNW retirees New Options available with Secure 2.0 Other IRA best practices

Join Athene’s Jerry Larkin, Vice President, Relationship Manager, who’ll share how Athene AscentSM Pro 10 Bonus can help your clients ensure their income lasts as long as their retirement. He’ll […]

I want to invite you to join Jeff Bush, Principal at The Washington Update, and Amber Williams, SVP, Head of Client Investment Strategies at Lincoln Financial, for an engaging, LIVE […]

Join Dan Gallina, Head of National Accounts at Oceanview Life, for an exclusive webinar on The Financial Impact of Alzheimer’s, sharing financial strategies to help protect your clients facing an […]

Join Dan Gallina, Head of National Accounts at Oceanview Life, for an exclusive webinar on The Financial Impact of Alzheimer’s, sharing financial strategies to help protect your clients facing an […]

Most financial professionals wait to talk to clients about long-term care (LTC) and chronic illness (CI) until they’re “old” enough — if they have the conversation with clients at all. […]

Paula Campbell Roberts, Chief Investment Strategist for KKR’s global wealth business will be joined by special guests James Cunningham, Partner with KKR’s Infrastructure business and Vance Serchuk, Executive Director of the KKR Global Institute to discuss what the Trump 2.0 era could mean for investors, including How will the economic backdrop shift globally? What might […]

In this webinar, you’ll learn: Strategic Networking: Best practices for connecting with clients and prospects on social media. Utilizing Tools: How to use social media features and platforms to amplify your network and streamline your connections. Engagement Techniques: Proven strategies for fostering meaningful interactions and nurturing long-term relationships.