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WEBINARS OFFERED
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AGENTS REGISTERED
Each month IAMS sponsors a series of webinars designed to help you build your business. For your convenience, we’ve listed them here along with a registration link for each webinar.
Joining is simple! Click register, enter your name, address, and e-mail address to register. You will receive a confirmation email when you register, and a reminder email will be sent to you one hour before the webinar begins. Never miss a webinar when you subscribe to our YouTube channel.

Upcoming Webinars

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TitleDateStart TimeDurationRegister
Leveraging Disability Insurance Awareness Month with Illinois Mutual Welcome to Disability Insurance Awareness Month (DIAM)! This is the perfect time to start income protection conversations with your clients. Join Curtis Hawks, IAMS EVP/CMO, and James Kuny and Erica Allen of Illinois Mutual to learn about the carrier's current incentives, sales materials and concepts, and support to position these products with clients and grow your business.

We'll discuss:
• Cash bonus for every qualifying DI application in May
• DIAM marketing assets and sales concepts
• Access to Illinois Mutual's underwriting and sales teams for applications and proposals

Register today to learn how to maximize your bonus opportunities with Illinois Mutual and help protect your clients' secure retirement from the unexpected.		5/6/202410:00am CDT1 hour
Register
Pre-set life and annuity appointments added directly to YOUR calendar! Did you hit your Q1 revenue goals? Would you like help filling your calendar with vetted prospects who have retirement questions? Life and Annuity opportunities are waiting for you! Several IAMS programs can put you in contact with state, federal, and college employees and educators - and these virtual preset appointments are scheduled according to the availability YOU list on YOUR calendar.

Please join me and Rob to walk through all your options.

Note: Limited territories are available, so don't miss out! Register today to get started.		5/7/202411:00am CDT1 hour
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What does the new 2024 DOL Fiduciary Rule mean to you? Join IAMS' Curtis Hawks, EVP and CMO, and Chris Conroy, EVP and General Counsel, for insights on the U.S. Department of Labor's just-released 2024 fiduciary rule update, known as the Retirement Security Rule, and what it means for your business.

The new federal rule covers ALL financial professionals - even insurance-only agents - and has turned you into an ERISA fiduciary whenever you work with clients’ qualified money.

We'll discuss:
• How the rule applies to all qualified money - ERISA plans, 401(k)s, 403(b)s, TSP, pensions, and even IRAs
• Why commissions will be prohibited unless you have an individualized compliance plan (and how to start one)
• Steps you must take to satisfy the rule requirements
• Severe consequences for violations – excise taxes, penalties, rescinded contracts, chargebacks, and even jeopardizing your client’s tax-qualified status
• Compliance pathways including the newly released PTE 84-24 starting September 23, 2024, and how to ensure you comply with current rules
• Updated standards on impartial conduct, prudence, loyalty, reasonable compensation, conflicts of interest, client disclosures, carrier oversight and more
• IAMS agent advocacy and compliance plans

IAMS is committed to bringing you all of the information and resources you need to know about the Retirement Security Rule and its far-reaching impacts on your sales and the entire annuity industry. You don't want to miss this!		5/8/202410:00am CDT1 hour
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