Every Tuesday @ 2pm EST
Join us every Tuesday where we will feature a guest host teaching fundamentals such as product information, sales case studies and product positioning. Additionally, we will welcome expert instructors who will support your overall practice and business development with topics such as client profiling, office streamlining as well as marketing and technology tools and tips.
An Untapped Market: College Planning
Tue, May 29, 2018 2:00 PM - 3:00 PM EDT Featuring Kevin Bukatman with College Planning Service america, llc
If mistakes are made during the college planning process, families can lose thousands of dollars and lots of time. What if you could become your clients guide throughout this process?
Like all other major decisions in life, your client should seek the guidance of a professional when planning for college. Just as you may partner with a CPA and Estate Planning Attorney in your practice, you should partner with a Professional College Planner to ensure your clients comprehensive financial plan doesn’t get derailed by college planning.
Join us on Tuesday, May 29th at 2:00 pm EST for this exclusive Learning Lab presentation. See how KFG and CPSA can assist advisors with:
✓ Bringing an additional layer of value to clients
✓ Help uncover financial data
✓ Expand your referral and marketing opportunities
✓ Navigate college admissions applications and financial aid applications
✓ Apply for grants and scholarships
RetireUp is offering Kestler Financial advisors an opportunity to attend a one-time interactive demo of their groundbreaking new retirement planning platform and qualify to receive a free trial – including access to RetireUp’s full-service Concierge Team.
Join us on Tuesday, May 22nd at 2:00 pm EST for this exclusive Learning Lab presentation. See how RetireUp Pro helps even the most seasoned advisors propel their practice into growth mode with:
✓ Case sizes 3X larger than the industry average
✓ Complete retirement plans in under 30 minutes
✓ Real-time annuity modeling directly inside the client’s portfolio
Annuities are a fantastic retirement income solution…right up until they are no longer needed.
Did you know that 73% of annuities owners will not use their annuities for income, but rather plan to use those funds to pay for future nursing home care?
This equates to an enormous opportunity to help your clients turn a taxable, non-qualified annuity into larger, tax-free dollars for LTC.
During this session, Jaime Mueller will show you how OneAmerica’s Annuity Care products provide incredible leverage thanks to the Pension Protection Act.
This is by far one of the most popular sales ideas taking hold in the Asset-Based LTC market, you don’t want to miss out on this one!
Health care is one of the biggest expenses in retirement. Yet many people nearing retirement don’t understand the risks these costs pose to their financial plan—and aren’t preparing for them.
According to our 4th Annual Nationwide Retirement Institute survey, America's workers are "terrified" of health care costs in retirement, but few are doing anything about their concerns.
Learn more about:
- The importance of planning for health care related expenses in retirement
- How to help clients estimate and manage their health care expense risk
- Strategies for incorporating health care costs in a retirement income plan
Making the right decisions about Social Security is a crucial part of retirement planning. We invite you to join us for a webinar to gain insight into these complex rules and filing options, so that you can better help your clients navigate their choices.
Your clients need help preparing for and living in retirement. Yet only 13% of Americans 50 or older have a financial advisor who provides them Advice on Social Security.
With Nationwide's Social Security 360 Analyzer® you will:
- Identify optimal filing strategies
- Generate custom, client-ready reports
- Evaluate break-even & cash flow analyses
Tom Duncan the Senior Director of the Advanced Consulting Group at Nationwide will discuss sales ideas regarding the advances application of annuities in the following scenarios:
- Using an annuity in a small qualified plan
- How can a trust-owned annuity enhance a multi-generational wealth transfer strategy
- How to use partial exchanges in a retirement income plan
- Common uses of annuities in charitable planning
Turn to the latest innovation IUL with uncapped account options. Balanced Growth Advantage (BGA) gives clients:
- Death Benefit Protection
- Up to 2.50% higher compound annual returns than traditional capped products
- Up to 72% more accumulation than traditional capped products
- Partial indexed crediting potential on withdrawals, loans and COIs
- Tax advantages, and more See the Power of Uncapped Crediting on this exclusive webinar!
innovation through collaboration
March 27, 2018 featuring kevin dawe with the annexus group
Learn more about the ground breaking group who has 15 issued industry patents in financial technology.
Kevin discussed how they use the power of partnership and brand stacking to provide you with the most innovative and intuitive products available.
Being a leader in retirement solutions is no coincidence, Annexus partners with the best in the industry and develops innovative technologies to deliver breakthrough retirement options in the marketplace.
Interested in Hosting your own radio show?
March 20, 2018 featuring Brad Sperling
Did you know that l92% of Boomers listen to radio 13+ hours per week? More than Facebook, Email and Print Media. RadioShowPro, Inc. offers complete Radio Show production, hosting and marketing from the convenience of your own office! Brad Sperling, of RadioShowPro Inc., leverages his years of expertise in radio markets throughout the country to deliver a professional and top-notch Radio experience to you and your audience.
Are you looking for a flexible premium product?
March 6, 2018 featuring North Americans Tiya Stanley
North American Company
With North American Charter® Plus and Performance Choice® Plus fixed index annuities, the initial boost your premium bonus-loving clients are asking for can extend for years.
Watch our recorded webinar to see how these two flexible-premium, premium bonus products compare.
February 27, 2018
Hosted By Jay Rocheleau
Featuring Jared Anderson of Market Synergy Group
AIG's Power Select Plus Income®:
The Power Select Plus Income® Index Annuity offers you a valuable combination of growth potential, principal protection from market downturns and guaranteed income for life. This blend of accumulation and income features may be the solution to achieving the retirement you envision for your clients.
February 20, 2018
Hosted By Kristin Shea
Featuring Missy Aris,
Account Executive for White Glove Workshops
White Glove Workshops: The only turn-key, risk-free, hands-free, guaranteed way for service professionals to grow their practice.
Tired of spending thousands of dollars marketing your educational seminars, only to have minimal attendance? Wish someone could take all the seminar logistics off your hands, so you can focus on building your business?
February 6, 2018
HOsted By Amy Kniseley
Featuring Jaime Mueller,
Director of Member Services at Advantage Insurance Network
THIS WEEK - Asset-Based LTC Funding Strategies that Work!
Long-Term Care planning can be “tough sledding” with even your best clients. Even if you have an agreement that they need to do something to plan, figuring out the most efficient funding strategy can be challenging if you aren’t familiar with the ever-growing Asset-Based Long-Term Care market.
There has never been a better time to start implementing an Asset-Based Long-Term Care risk management strategy into your practice. In this session, Jaime Mueller will walk through two of the most competitive strategies she sees implemented by the most successful financial advisors across the country.
January 30, 2018
HOsted By Jay Rocheleau
Featuring Ted Johnson, VP of SAles at Market Synergy Group
THIS WEEK - PIMCO Global Optima Index™ Dynamically Blending Global Equity and U.S. Fixed Income Markets to Help Deliver Upside Growth Potential
The PIMCO Global Optima Index™ is a quantitative, rules-based index that seeks to provide upside return potential by dynamically adjusting its allocations to a diverse range of global equity and U.S. fixed income markets. The PIMCO Global Optima Index™ has been designed exclusively for AIG’s retirement products by Pacific Investment Management Company LLC (PIMCO), one of the world’s premier asset managers. It is available in select annuity products issued by AIG member company, American General Life Insurance Company.
January 23, 2018
HOsted By Jay Rocheleau presenting on the Beneficiary Review Campaign
Our Beneficiary Review Program is a customizable tool kit, specifically designed to aid you in the critical discovery process by identifying a client’s assets through evaluating proper beneficiary designations. During this week's webinar, Senior Wholesaler, Jay Rocheleau, will be reviewing the powerful case studies and success stories of this campaign.
January 16, 2018
Hosted by Jay Rocheleau
Featuring Ted Johnson, VP of SAles at Market Synergy Group
Watch Ted's Learning Lab where he presented on the following:
- Multiple uncapped crediting alternatives for industry leading safe accumulation potential
- Access to Exclusive MLSB index from Merrill Lynch and PIMCOGlobal Optima Index from PIMCO
- Backed by the strength and experience of AIG