Webinars

Take charge of your expertise

Live and on-demand webinars

Macro trends: Prepping clients for the bubble when they seek the beach

Our very own Patrick Waters, VP of Business Development, breaks down today's macroeconomic environment. Get a fresh analysis of current stock market trends, plus understand the real impact of inflation on your clients' retirement outlook. REQUEST ACCESS

Are you prepared for success in 2022?

We all "plan" for success each year. Make 2022 different by planning and executing with the best in the industry. Led by 8-figure income industry leaders, the hour will be jam-packed with proven strategies for success. Learn how to effectively plan and immediately implement your roadmap to achieve challenging goals, increase production and amplify performance. REQUEST ACCESS

Undeniable cash flow solutions every business owner needs

Business owners have unique issues, tax codes and a variety of taxable income streams. What's your strategy to help them increase cash flow, buy time for asset growth and develop a tax-smart retirement strategy? Request access now to join Peak Pro's Nick Lowitt and Asset Coach Robert Wolf. REQUEST ACCESS

Behind the curtain: IUL cost analysisWednesday, June 8 | 2:00 pm EDT

If you're in the IUL space or wanting a cost-effective way to help clients grow tax-free wealth, register now for a lively discussion with Nick Lowitt, Vice President of Sales Development at Peak Pro Financial. Get a play-by-play breakdown of how experts analyze IUL. Plus, understand the latest trends in IUL design, cost structures and more. REGISTER NOW

How to excel at positioning IUL

Join IUL expert Nick Lowitt to learn how to maximize the full power of IUL. In this must-see 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. REQUEST ACCESS

The ultimate tax redundancy solution

Join industry thought leaders Gabe Myers and Jason Kurchner to learn about LIRA - a creative solution designed to help high-net worth clients eliminate tax redundancy. Level up your advanced planning expertise and discover new ways to optimize tax and legacy planning to protect your clients' wealth. REQUEST ACCESS

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. REQUEST ACCESS

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! REQUEST ACCESS

An inside look at index design with Tom Haines

In the IUL space? Then you'll want to access this rare opportunity to hear directly from Tom Haines of Annexus. As the mastermind behind several groundbreaking index strategies, Tom built the ONLY index designed for IUL - the S&P PRISM Index. REQUEST ACCESS

SECURE Act: Solving the inherited IRA

Join our own Rob Wick, Sales Development Associate (Annuities), as he shares insight about the SECURE Act and the new Stretch IRA. Rob will reveal a unique positioning strategy and essential info regarding IRS Publication 590-B, new definitions and restrictions, inherited non-spousal IRAs and tax-efficient solutions. Request access

The definitive premium finance formula

Hear from our own Nick Lowitt and Northstar Funding Partners' Dale Humphrey, the nation's leading premium finance expert. Walk away with a unique no-collateral planning methodology designed to help clients achieve greater flexibility, control and peace of mind. Request Access

IUL battle plan 2.0: Alternative tax-smart strategies

Our in-house advanced planning expert, Nick Lowitt, will reveal alternative planning strategies to diversify your practice and help clients generate stronger guarantees, greater growth potential and predictable tax-advantaged income. REQUEST ACCESS

LTC: SecureCare 101

Access the short 20-minute replay and get the scoop on Securian's SecureCare, one of the leading LTC solutions in the market. We'll also reveal sales concepts and best practices to overcome the most common client objections. WATCH ON DEMAND

Past 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

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