Investing with Purpose: Goals-Based Wealth Management
The webinar examined universal goals throughout a client’s lifecycle to illustrate how a goals-based approach to wealth management can help elevate a financial plan.
Annuities, IRAs, and Rollovers: What’s Next from the DOL
Experts from the Groom Law Group focused on what the new prohibited transaction exemption and guidance mean for annuity distribution and rollover recommendations.
Variable Annuity & Variable Life (Rule 498A & Rule 30e-3) : What you need to know for website compliance
The webinar covered the SEC’s Rule 498A, the new summary prospectus rule, and rule 30e-3 and technology solutions to meet the requirements.
Social Security – The Choice of a Lifetime
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IRI Quarterly Town Hall – December 2020
IRI’s quarterly town hall conference call was held on December 8. During the call, IRI leadership team reported on the year’s progress and accomplishments and offered a 2021 preview.
Medicare: What you need to know when your clients ask for help
The webinar provided an in-depth presentation on Medicare coverage and costs and provided resources to help you and your clients through the decision-making process.
IRI Federal Champion of Retirement Security Award & The 2020 Election – A Review of the Federal Results and Prognosis for the Future
IRI hosted “IRI Federal Champion of Retirement Security Award & The 2020 Election – A Review of the Federal Results and Prognosis for the Future,” on November 17, 2020.
The Securing a Strong Retirement Act of 2020: How Will it Affect the Retirement Income Industry and the Clients They Serve?
IRI hosted “The Securing a Strong Retirement Act of 2020: How Will it Affect the Retirement Income Industry and the Clients They Serve” on November 13, 2020.
The 2020 Election- A Review of the State Results and Prognosis for the Future & The State Champion of Retirement Security Award Ceremony
IRI hosted “The 2020 Election- A Review of the State Results and Prognosis for the Future & The State Champion of Retirement Security Award Ceremony” on November 10, 2020.
Operational Overdrive
The second webinar in the series, “Operational Overdrive,” was held on October 28, 2020. During the session, industry-leading technology solution providers discussed the need for a progressive, fully integrated platform.