UFC Bi-Weekly Success Session, Webinar Series
UFC Bi-Weekly Success Session, Webinar Series
Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ
Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ
Join the experts on National Life Group's Advanced Markets team as they discuss how to plan for individuals with special needs. This webinar offers one CPE Credit for CPAs that register and attend.Click Here to Register
HOST: Vincent Munno WHEN: Every Last Monday of the Month @ 1pmET https://ufc-bz.zoom.us/webinar/register/WN_sbCX0QzkTV202kX1B_5o_g
First Wednesday of Every MonthRegister once, and event should appear as recurring on your calendar.Register Here: https://ufc-bz.zoom.us/webinar/register/WN_ymlvfpkrROuhafka4u5P7A
Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ
As the baby boomer generation is now within the ages of 60 to 78, now is the best time to present and implement a plan to your clients that will protect their future.Join us as we go into detail on:Creating unlimited Tax-Free benefits for care with an IRA.Educating and encouraging private planning to ease the […]
From Prospect to PurchaseCreating an Integrated Annuity Marketing and Messaging StrategyConnecting with the right annuity prospects and moving them through the sales funnel can be a challenge. That is why Simplicity has created an end-to-end annuity marketing strategy specifically to help advisors increase engagement, build trust, and grow their business.Attend the University to learn how […]
Access a marketing platform designed to establish advisors as subject-matter experts in tax planning for retirement.When addressing income planning for clients, taxes can pose a significant threat if not handled correctly. Simplicity’s Tax-Free Retirement Insider's program is a turnkey, multimedia prospecting platform that equips advisors with the skills to effectively communicate potential challenges to clients […]
What a year it's been for Fixed Indexed Annuities! What worked? What didn't? And why? Join the Standard's Paul Garofoli with special guest, Robert McNamara, CFA, Senior Director- Wealth Management at S&P Global for these insights and more. You'll also learn why the Standard had a record sales year in Fixed Indexed Annuities and how […]
Year-end is approaching, but there's still time to maximize savings for your business owner clients by implementing a qualified plan. Don't miss this opportunity to help set the foundation for long-term financial growth while helping your clients secure valuable tax advantages. Click Here to Register
Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ
HOST: Vincent Munno WHEN: Every Last Monday of the Month @ 1pmET https://ufc-bz.zoom.us/webinar/register/WN_sbCX0QzkTV202kX1B_5o_g
First Wednesday of Every MonthRegister once, and event should appear as recurring on your calendar.Register Here: https://ufc-bz.zoom.us/webinar/register/WN_ymlvfpkrROuhafka4u5P7A