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Upcoming Webinars
| Title | Date | Start Time | Duration | Register |
|---|---|---|---|---|
| Get ahead of the curve: Master retirement & tax strategy in 2025
Are you ready to lead the conversation on retirement planning in today’s fast-moving tax landscape? With major changes on the horizon, retirees, near-retirees, and small business owners need trusted guidance more than ever - and that’s where you come in. Along with this training, you'll receive our 2025 Macro Tax Planning Kit: Your go-to resource for sparking smarter, more strategic tax conversations. This powerful, turnkey toolkit equips you with everything you need to help clients avoid costly mistakes, seize new opportunities, and take charge of their financial future. Educate. Engage. Expand your business. It all starts here. | 5/9/2025 | 10:00am CDT | 1 hour | Register |
| Competitive Advantage with Ameritas
Join Paul Williams, Life Sales Director, and Samantha Bullock, Internal Wholesaler at Ameritas, for an exclusive session on how you can strengthen your business with solutions from this A.M. Best “A”-rated carrier. With over $123.6 billion in life insurance currently in force, Ameritas offers a robust portfolio designed to help you serve your clients more effectively. Why choose Ameritas? • Transparent illustrations • Cap rate management • Living benefits • Accelerated underwriting options • Advanced technology to streamline your business We'll highlight product updates and go over the accelerated death benefits offered in the event of a serious medical condition like a critical, chronic or terminal illness. Don't miss this opportunity to gain valuable insights and elevate your competitive edge with Ameritas' product portfolio! | 5/12/2025 | 10:00am CDT | 1 hour | Register |
| Cyber Sense: Cybersecurity Best Practices, Part 3
Cybersecurity isn't optional - it's essential. As an insurance or financial professional, you handle sensitive client data every day. In today’s environment, cyber threats are no longer a “what if”; they’re a “when.” Join us for the last installment of our Cyber Sense webinar series, where we’ll continue exploring how to protect your practice, your clients, and your reputation. It's packed with practical guidance, real-world insights, and must-know compliance tips. In Part 3, we'll discuss: • Cyber Liability insurance • Software options to protect client data and your business • Staying compliant with emerging cybersecurity regulations • Tools you can use right now, including an exclusive Cyber Sense Client Guide and Agent Q&A Plus, learn more about a 68% discount on identity theft protection and credit monitoring - exclusively for IAMS agents from our partners at TransUnion! Join IAMS EVP Chris Conroy and IT expert Misha Korkunov for this engaging session to keep building your Cyber Sense. | 5/14/2025 | 10:00am CDT | 1 hour | Register |
