Divorce, Disability, Death: Bringing Life’s 3-Ds into Focus
Julie Paquette, Symetra, walked through a practice management program that explores three of life’s biggest challenges, how to discuss them tactfully, and steps to better prepare clients.
Advice to Plans and IRAs: Who is a Fiduciary Now and What Steps Should Be Taken Before December 20?
This page is restricted to IRI members only. To get the full benefits that IRI…
Fixed Indexed Annuities: Attributes and Applications
This page is restricted to IRI members only. To get the full benefits that IRI…
Retirement 101: What Congress Can Do To Strengthen Retirement Security
This page is restricted to IRI members only. To get the full benefits that IRI…
The Importance of Annuities Within an Integrated Financial Life
Industry experts discussed the current retirement challenges that advisors and clients face in 2021.
The XX Factor – 2021
The webinar provided insights into the unique challenges women face related to Social Security, health care, and long-term care as they prepare for and live in retirement.
Exploring PTE-84-24
Attorneys with Groom Law Group walked through PTE 84-24 and related conditions applicable to insurance and annuity sales.
From Suitability to Best Interest: The Standard of Conduct Landscape in 2021
IRI’s Regulatory Affairs team provided an overview of the latest developments and a look ahead at the next steps in this critically important space.
Managing the Taxes on Your Retirement Income
This webinar helped retirement savers understand how their retirement income will be taxed.