PFA

Annuities are perfect for saving for retirement. They are even better if a prospect is uninsurable. Join us to learn all about the annuity products with...

Join us as we uncover valuable tips & tricks to streamline your annuity business. Whether you are an experienced professional, or just getting started, you’ll gain...

Join us as we review a few of our top-selling single premium fixed indexed annuities. We will discuss their unique features, various client profiles, and illustration...

The juvenile guideline was updated! Join us to learn more specifics. Case study examples will be shared to enhance discussion and questions as well as go...

The push to find and retain top talent continues to be a primary objective amongst business owners in this competitive environment. Find out how non-qualified plans...

Whether you're new to IULs or looking to deepen your understanding, this webinar is designed to provide valuable insights and practical guidance to help you make...

Defined Benefit Plans offer the highest ceiling for retirement plan contributions and thus provide the largest tax savings opportunity for business owners. In this session, it...

Learn how to design your case illustrations. How do you re-illustrate when your client isn't offered what you originally quoted? Learn how to change the illustration...

Both SEP IRA and SIMPLE IRA are retirement plans for small businesses – but they work differently. Join us as we uncover the two types of...

Do you come across scenarios where client want to dump a one time lump sum only for insurance premium? We have solutions to you either through...