Calendar of Events
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National Life: A Strategy that Makes Both Dollars and Sense
National Life: A Strategy that Makes Both Dollars and Sense
Commemorate National Time Management Month and help business owners save time and money by implementing a qualified plan today. Click Here to Register
1 event,
LIVE Advanced Wealth Webinar
LIVE Advanced Wealth Webinar
HOST: Vincent Munno WHEN: Every Last Monday of the Month @ 1pmET https://ufc-bz.zoom.us/webinar/register/WN_sbCX0QzkTV202kX1B_5o_g
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2 events,
UFC Bi-Weekly Success Session, Webinar Series
UFC Bi-Weekly Success Session, Webinar Series
Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ
1 event,
UFC Monthly Seminar Masterclass
UFC Monthly Seminar Masterclass
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
1 event,
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2 events,
W&S Financial Group: Boost Your Business with Expert Annuity Strategies & Timely Topics!
W&S Financial Group: Boost Your Business with Expert Annuity Strategies & Timely Topics!
If you are ready to take your business to the next level, join our exclusive webinar series designed to help you learn new annuity strategies and refresh your industry knowledge.Click Here to REGISTER
2 events,
Athene: Building Connections with Affluent Women Clients
Athene: Building Connections with Affluent Women Clients
Click here to register & for more details!Join Patty Hausherr, the VP of sales within Atehen give insight on building connections with Affluent Women Clients.
2 events,
Athene: Athene Agility℠ — An Agile Retirement Income Solution
Athene: Athene Agility℠ — An Agile Retirement Income Solution
Click Here to Register & for more details
Simplicity: Maximizing ROI on In-Person Prospecting Events
Simplicity: Maximizing ROI on In-Person Prospecting Events
Workshop Best Practices - Click HERE TO REGISTERWalk through effectively executing lead generation workshops to build client connections and close more appointments. Utilize Simplicity's best practices to help grow your business.Simplicity's Educational Resources:Strategic TouchpointsClosing AppointmentsForming Connections
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4 events,
National Life: Transform Your Sales Strategy – Join Our Exclusive Webinar!
National Life: Transform Your Sales Strategy – Join Our Exclusive Webinar!
Click here to RegisterImagine if your prospects shifted from asking, “How much does this cost?” to exclaiming, “How much can I put in?!” In our upcoming webinar, seasoned National Life agent Starr Barnum and co-presenter Lyndon Clark will reveal how National Life's illustration software, combined with Circle of Wealth tools, can overcome common objections, highlight […]
Simplicity University – Annuity Training
Simplicity University – Annuity Training
Click Here to REGISTER Creating Urgency Without PressureHow to position annuities to motivate prospects and earn new business.Register for Simplicity University to learn how to master the conversation about annuities.Attendees will learn how to:Identify and address prospect's concerns surrounding retirement incomeEducate prospects on the key product attributes of annuitiesDemonstrate how annuities can address key financial planning […]
UFC Bi-Weekly Success Session, Webinar Series
UFC Bi-Weekly Success Session, Webinar Series
Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ
2 events,
National Life: Relationship BUILDing: Carriers, Clients and All The Rest
National Life: Relationship BUILDing: Carriers, Clients and All The Rest
Click Here to RegisterBUILDing strong relationships is the key to your success.A great relationship with your carrier can make the difference in getting vital information and needed services. Relationship building with clients helps you establish yourself as a trusted advisor. In short, a successful business starts and ends with your ability to establish and maintain […]
Simplicity Sales Call – Carrier Updates
Simplicity Sales Call – Carrier Updates
Click Here to Register Join Simplicity for a monthly webcast, where you will obtain the latest information from multiple life and annuity carrier partners relating to product updates, sales concepts, and more.*Please note there will be 4 carriers on each monthly call
3 events,
Simplicity: Employer Group LTD Insurance Plans
Simplicity: Employer Group LTD Insurance Plans
Click Here to RegisterAddressing the Gaps in Group LTD CoverageNavigating long-term disability (LTD) coverage can be a complex challenge. While employer-provided Group LTD insurance offers valuable baseline protection, it often falls short in key areas, leaving clients vulnerable to unexpected financial risks.Simplicity helps advisors discover practical strategies to bridge these gaps and enhance clients' financial […]
National Life Groups’ 403(b)/457(b) Certified Training
National Life Groups’ 403(b)/457(b) Certified Training
Join us to learn about the 403(b)/457(b) marketplace and how to gain a competitive advantage in getting access to public schools, municipalities, and 501(c)(3) organizations.Click Here to Register
Athene:E-App Demo
Athene:E-App Demo
Click Here to Register Join Heather for a deep dive into the latest e-app enchancments to help streamline your workflow.
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2 events,
National Life: SMALL BUSINESS RETIREMENT PLANS – THE ANSWER TO STATE-MANDATED RETIREMENT PLANS
National Life: SMALL BUSINESS RETIREMENT PLANS – THE ANSWER TO STATE-MANDATED RETIREMENT PLANS
Click Here to Register Strategies for prospecting and establishing retirement plans for business owners and their employees that comply with new state-mandated rules and that offer tax credits/deductions to business owners.
National life: Protecting Wealth and Securing Retirement: The Power of Life Insurance Inside a Qualified Plan
National life: Protecting Wealth and Securing Retirement: The Power of Life Insurance Inside a Qualified Plan
Celebrate National Employee Appreciation Day and learn how offering life insurance in qualified plans makes both dollars and sense. Click Here to Register
2 events,
Simplicity Wealth in Minneapolis
Simplicity Wealth in Minneapolis
Join Simplicity Wealth for a two-day immersive training event focused on key platform areas designed to strategically grow your advisory business.• New Platform Enhancements• Institutional Trading Capabilities• Planning Team Optimization• Investment Proposal Presentation• Proprietary Risk Management Platform• Collaborative Learning
LIVE Advanced Wealth Webinar
LIVE Advanced Wealth Webinar
HOST: Vincent Munno WHEN: Every Last Monday of the Month @ 1pmET https://ufc-bz.zoom.us/webinar/register/WN_sbCX0QzkTV202kX1B_5o_g
3 events,
Simplicity Wealth in Minneapolis
Simplicity Wealth in Minneapolis
Join Simplicity Wealth for a two-day immersive training event focused on key platform areas designed to strategically grow your advisory business.• New Platform Enhancements• Institutional Trading Capabilities• Planning Team Optimization• Investment Proposal Presentation• Proprietary Risk Management Platform• Collaborative Learning
National Life Groups’ 403(b)/457(b) Certified Training
National Life Groups’ 403(b)/457(b) Certified Training
Click Here to Register Join us to learn about the 403(b)/457(b) marketplace and how to gain a competitive advantage in getting access to public schools, municipalities, and 501(c)(3) organizations. The Central Region States are: TX, AR, IA, IL, KS, MO, MN, NE, ND, OK, SD and WI.
Simplicity: Generate Leads and Streamline Your Life Insurance Business
Simplicity: Generate Leads and Streamline Your Life Insurance Business
Click Here to Register Unlock new growth opportunities and drive lead generation with Simplicity’s suite of tools designed to elevate your life insurance business. Attract clients seeking tax-efficient retirement strategies and simplify complex concepts while seamlessly boosting efficiency and engagement.Explore how Simplicity can help you streamline processes with:Effective communication of challenges and tailored solutionsHigher conversion rates […]
1 event,
Simplicity Wealth in Minneapolis
Simplicity Wealth in Minneapolis
Join Simplicity Wealth for a two-day immersive training event focused on key platform areas designed to strategically grow your advisory business.• New Platform Enhancements• Institutional Trading Capabilities• Planning Team Optimization• Investment Proposal Presentation• Proprietary Risk Management Platform• Collaborative Learning