Thursday, August 13th - 2 pm ET
Retirement & Rollovers: Finding the Sweet Spot for Your Clients' Portfolios
Speakers: Cavin Nguyen, MBA, Annuity Wholesaler, Crump Life Insurance
Services, Andy Deus, LUTCF, Annuity Wholesaler, Crump Life Insurance Services
Join us as we welcome Crump Annuity Wholesalers, Cavin Nguyen, MBA and Andy Deus, LUTCF, as they discuss Retirement and Rollovers. During this presentation they will cover:
- A shift in retirement planning, past & present
- Opportunities for IRA savings and rollovers
- How to target market three groups of clients – Job Changers, Pre-Retirees and Current Retirees
- How a focus on planning with Annuities can lead to greater client confidence
- How to mine your own book of clients and attract new clients for rollover opportunities
Join us to learn more!
Register
Thursday, August 20th - 2 pm ET
Transamerica Secure Retirement Index Annuity II
Speaker: Austin Imhoff, Vice President--National Sales, Director, Annexus
You're invited to access a new opportunity for your business: the Transamerica Secure Retirement Index® II Annuity (TSRI II).
Take advantage of this webinar to find out more about a limited distribution fixed index annuity (FIA) offering:
- Flexible premiums in the first year
- Up to 3% premium enhancement
- Index strategy designed by Morgan Stanley Investment Management
- Guaranteed income for life from an A+ carrier
- 10% simple growth feature for lifetime income
Register
Tuesday, August 26th - 2pm ET
Athene Performance Elite Series NEW Crediting Strategies
Speakers: Joe Tarpey, Business Development Wholesaler, Athene
NEW Enhancements to the Athene Performance Elite Index Annuity
Join us to learn about the new Strategy Charge Crediting Option!
Join us as we welcome Joe Tarpey, Business Development Wholesaler at Athene, as he discusses the newly approved product from Athene – Agility 10.
Athene Agility 10 is designed to deliver strong income and growth potential plus liquidity. This versatile product includes a built-in Income and Death Benefit rider at no additional charge.
Athene’s product design opens the door to:
- Agile income with the potential for annual increases
- Agile growth with protection from loss due to market downturns
- Agile liquidity for help with the unexpected.
Register
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