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[Archive Days]

Hybrid Life Insurance Gets Second Wind as Health Care Coverage Vehicle
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07/28/14
While the value of hybrid life insurance policies that also provide living benefits may be old news, new developments in the health insurance market mean that many clients may need these policies more …


Social Security Spousal Benefits Simplified
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07/28/14
For many workers, spousal benefits are the most complex and least understood part of Social Security. Most people need and want help coordinating these benefits. We’ll use some case studies to give …


Roth Accounts Can Improve Retirement Outcomes
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07/28/14
“The adoption of Roth features is definitely rising,” Jean Young, senior analyst, Vanguard Center for Retirement Research, tells PLANSPONSOR. Roth accounts appeal to a broad segment of employees, she …


After High Court Ruling, How to Protect Clients
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07/28/14
A recent high court ruling signals change for any client planning to pass along an IRA to heirs - and perhaps for some who have inherited IRAs themselves.


RECENT AND UPCOMING EVENTS

Jul 30, 2014 Sponsored Education Online
Free to Members
New Reasons for Annual Valuations and Life Settlements
Snow D. Inocencio
Life settlements as one solution for asset protection
Sponsored by The Lifeline Program


Aug 14–
Aug 15, 2014 Clinic
Clinic for Advanced Professionals
An in-depth educational meeting on issues of high importance to financial professionals.


Aug 20, 2014 Audio/Web Conference
TBD
Topic - Defined Benefit Plans. Details coming soon.


Aug 26, 2014 Audio/Web Conference
TBD
Topic - Eventually Every Business Changes Hands: Are You Ready? Details coming soon.


Sep 09, 2014 Sponsored Education Online
Free to Members
TBD
Topic - Retirement Income Distribution. Details coming soon.
Sponsored by Securities America.


Sep 18, 2014 Sponsored Education Online
Free to Members
Fully Insured Plans
Ernie Guerriero, CLU, ChFC, CEBS, CPCU, CPA
Discussion of issues surrounding fully insured plans
Sponsored by Guardian


Sep 24, 2014 Sponsored Education Online
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TBD
The Social Media Black Book: 7 Little Secrets Every Advisor Needs To Know To Explode Your Business. Details coming soon
Sponsored by Hello My Name is, LLC


Oct 07, 2014 Sponsored Education Online
Free to Members
TBD
Topic - Charitable Remainder Trusts. Details coming soon
Co-sponsored by the American Cancer


Nov 19, 2014 Video Teleconference
TBD
Strategies and products to offset market fluctuations


Jan 18–
Jan 22, 2015 Arizona Institute
2015 Arizona Institute

The Institute is a unique learning experience—4 days of intensive, in-depth education in a small classroom environment.


May 14–
May 15, 2015 Clinic
TBD
An in-depth educational meeting on issues of high importance to financial professionals.


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