Webinars
Take Charge Of Your Expertise
Live and on-demand webinars
Market trends: Pro insights for Q4
WEDNESDAY, SEPTEMBER 25 | 2 PM ET
It's that time again! Join our very own Patrick Waters, VP of Business Development, for a lively discussion on today's macroeconomic environment and what to expect in the final stretch of 2024. Get a fresh analysis of the inner workings of the economy, plus walk away with actionable tips to help clients gain more control as we head into the November election. SAVE MY SPOT
Creating better outcomes: IUL models for fiduciaries
There are comprehensive planners, and then there are product peddlers. In this short webinar, we'll reveal the unique tax-advantaged strategies that top fiduciaries are using to stand out from the crowd and attract affluent clients. Learn how to integrate indexed universal life the right way - so you can fulfill your fiduciary duty. SAVE MY SPOT
How to excel at positioning IUL
One of our most popular sessions is back! Join our in-house expert Nick Lowitt to learn how to maximize the full power of IUL to help clients control the uncontrollable. In this timely session, you'll get actionable best practices to easily overcome client objections when talking about IUL. Unlock a simple yet powerful positioning framework proven to convert. GET 1:1 PRESENTATION
Backed by the buffer: Innovative IUL strategies for a risk-laden world
When the market declines during the early years of retirement, your clients don't have the luxury of weathering loss. What's your strategy to help them tackle market volatility, skyrocketing inflation and potential tax hikes? Join Peak Pro's Nick Lowitt and learn how to create a sound buffer account strategy proven to work. GET 1:1 PRESENTATION
IUL: Key factors to success
Learn how to better understand IUL positioning and increase your clients' probability of success. Plus, get insight into how to create a sound buffer account strategy. You'll walk away with a proven framework and marketing and sales ideas you can put into action right away! GET 1:1 PRESENTATIONPast webinar topics
- AG 49 explained
- Bucket planning
- Business succession planning
- Email marketing
- Executive benefit planning for business owners
- Indexed Investing
- Paid social advertising and lead generation
- Safeguards of indexed universal life (IUL)
- Search engine optimization (SEO)
- The new CSO table and cost analysis
- Variable loans
- Virtual meetings and webinars
Never Miss A WebinarSTAY UP TO SPEED IN AN EVER-CHANGING INDUSTRY
GET ON THE LISTFor urgent use only
