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Upcoming Webinars
Title | Date | Start Time | Duration | Register |
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Uncover the industry's highest guaranteed income payouts
Are you offering your clients today's most competitive income solutions? Join us for a powerful webinar where you’ll discover how to deliver unmatched value to retirement-focused clients without guesswork or outdated strategies. Featuring expertise from one of the industry’s top-rated carriers, this session will walk you through a product suite that’s changing the income planning game. You’ll learn: • How to offer clients a 9.75% compounding rollup rate for 10 years (one of the industry's highest) • The strategy behind delivering a 25% income bonus with a 6.75% compounding rollup rate for 10 years • How to easily integrate this offering into your client conversations and planning • Proven positioning techniques to stand out as a retirement income expert Why this matters for your business: • Industry-leading payout rates that drive real results for your clients • Ideal for clients concerned about longevity risk and guaranteed income • Strong fit for accumulation and income planning, with long-term growth built-in Register now to gain access to tools, insight, and support that can give you an edge in a crowded market. | 7/15/2025 | 10:00am CDT | 1 hour | Register |
Roth Conversion Strategies
Join IAMS Wealth Advisor Chad Carlos to explore how Roth conversions can help your clients minimize taxes and maximize retirement income. This session breaks down the essentials and shows you how to put strategies into action. Highlights: • What to Know – rules, timing, and tax implications • How to Implement – steps to identify and convert the right assets • Results – tax savings, income planning, and long-term impact • Case Studies – real-life examples and insights This is the perfect session for advisors who want to use Roth conversions as a powerful planning tool. | 7/16/2025 | 10:00am CDT | 1 hour | Register |