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Upcoming Webinars
| Title | Date | Start Time | Duration | Register |
|---|---|---|---|---|
| Why the LTC market is shifting to asset-based planning
Please join Brent DeGroot and Paul Williams to discuss OneAmerica's Life and Annuity product chassis as well as Ensight, the new sales presentation tool to help advisors provide clients with interactive storytelling and understanding. Highlights: • Joint 2nd to die and individual plans • Unlimited/lifetime LTC benefits • Many funding options including qualified funds • Mutual company with 35+ years of experience | 7/15/2024 | 10:00am CDT | 1 hour | Register |
| Accumulation IUL like you’ve never seen it explained before!
This is NOT your everyday “Max-Funded IUL” presentation. Join us to learn how a simple, impactful 4-part story compels high-income earners to use life insurance to supplement their other retirement savings resources. 1. The Rule of 25 Demonstrates how much money needs to be saved before retirement begins. • Many people will quickly realize that they’re behind where they should be. 2. The $5-$10-$20 Story Shows how to use life insurance to increase supplemental retirement savings. • It’s a simple, tax-driven story that helps people see the advantages of accumulating wealth in life insurance. 3. The How Much Does Life Insurance Cost? Discussion Shows how life insurance can be even more cost-effective than non-qualified alternatives. • Once you prove that life insurance costs less, prospects will be compelled to use it. 4. How Much Should I Pay? This last piece of the story provides a simple formula as a starting point for how much the initial premium should be. IAMS EVP/CMO Curtis Hawks will host Corebridge's Vice President – Sales Productivity & Business Development Joe Ross to discuss putting all four of these stories together for a knockout client presentation. | 7/16/2024 | 10:00am CDT | 1 hour | Register |
| 4% floor available w/upside potential - A rated carrier - ONLY through IAMS!
Join Kindra Butler-Andersen of SBLI and Matt Sabala from IAMS as they discuss an exclusive solution that will set you apart from the competition. It's a true differentiator - you don’t want to be the only advisor not offering it to your clients. We look forward to seeing you on the call! Highlights: • Best participation on an annual point-to-point with the S&P available with a guaranteed floor • 3, 5, and 7-year options • 'A-' rated carrier • 100% exclusive to IAMS and its producers • Product features unlike anything currently available | 7/16/2024 | 1:00pm CDT | 1 hour | Register |
| Solve allocation mysteries with new Indexalyzer resources
Ready to set yourself up for excellent annual reviews? FIA indices and their allocations can be one of the biggest ways your clients win - or lose. Now you can help them get the win by tapping into new resources to solve the indexing mystery. Get ready to provide the best for your customers and stand out from your competitors with Indexalyzer! Benefits: • Gives you full access to the performance history of index crediting methods • Makes index allocation the easiest part of an application • Creates a renewal review report in minutes • Helps you demonstrate the power of an FIA vs all other fixed alternatives • Excellent client-facing materials Indexalyzer creator Kent Jacquay will show you the ease of providing your clients with winning allocation strategies. Be a hero and avoid awkward renewal discussions! | 7/17/2024 | 10:00am CDT | 1 hour | Register |
| Increasing Your Revenue with IAMS Wealth Management
Navigating conversations with prospects can be challenging when, as an agent without a securities license, you can only handle part of their entire portfolio. IAMS Wealth Management was founded on solving this dilemma. Whether you're ready to get your Series 65 License or simply need a trusted partner to handle your clients' investable assets, we have the perfect solution. Join Duncan Smith to hear how IAMS Wealth Management helps people just like you enhance client relationships and provide better service - adding revenue as a result. | 7/19/2024 | 9:30am CDT | 1 hour | Register |
