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.

Are you looking for tools to help grow your life insurance business? Check out North American's Marketing Hub website and explore product specifications, key marketing materials, accelerated underwriting, and more!

Inheriting an IRA comes with its share of complexities. But for the beneficiaries you work with, it doesn’t have to be overwhelming. Did you know there’s a simple, flexible way to help ineligible beneficiaries transfer an Inherited IRA to a Non-Qualified contract at EquiTrust?   Join our webinar to learn how to unlock new sales […]

Tax-advantaged solutions for Inherited/Stretch IRAs Learn why EquiTrust can be an ideal landing spot for ineligible beneficiaries who’ve inherited an IRA. We’ll cover: Converting an Inherited IRA to a Non-Qualified contract SECURE Act rules and requirements Our simple mirrored contract process, including a hypothetical example Distinct EquiTrust advantages, including Income Benefit Rider eligibility

Athene’s Advanced Markets team is celebrating its one-year anniversary with a recap of the top five topics the team helped address in 2024. Join Jay Kautt, Vice President of Advanced Markets, who’ll overview services the team offers plus provide an update on regulations that may impact your business. Learn more about: The Qualified Charitable Distribution […]