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Upcoming Webinars
Title | Date | Start Time | Duration | Register |
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Introducing IRMAA Navigator: Master Medicare surcharges and grow your practice
Medicare’s Income-Related Monthly Adjustment Amount (IRMAA) can take a big bite out of your higher-income clients’ retirement savings. But with the right guidance and tools, you can help them reduce unnecessary costs and make smarter decisions - while you uncover additional sales opportunities in annuities and life insurance. Join IAMS' Curtis Hawks and Tim Watts for a special introduction to IRMAA Navigator, our new go-to solution that simplifies complex IRMAA calculations and turns them into clear planning conversations. You'll learn: • How this hidden tax in retirement (IRMAA) can be avoided which will generate more income for your clients • How federal regulations highlight the reasons that retirees should include annuities and life insurance in their retirement plans • When your clients and prospects should enroll in Social Security and why (it’s about the “right income”) • Where the “right income” in retirement comes from and why the “wrong income” is, well, just wrong • How IRMAA Navigator provides resources to address this key retirement consideration - one that most financial professionals aren't even talking about Whether you're already offering this type of guidance to your clients or are just stepping into the space, this webinar will show you everything you need to get started. Register today to start helping clients navigate IRMAA with confidence! | 5/1/2025 | 2:00pm CDT | 1 hour | Register |
Securing a Legacy: Smarter Estate Planning Strategies with Annuities
Help your clients leave a legacy that lasts! Join us for a webinar revealing innovative strategies to help clients protect, preserve, and pass on their wealth efficiently. We'll cover how the right annuity and trust strategies can limit tax exposure, ensure client wishes are honored, and provide financial clarity for future generations. 💡 You’ll Learn: ✅ How to avoid the “tax drag” on trust assets with trust-owned annuities ✅ How the pass-in-kind strategy enables tax-deferred legacy transfer ✅ The benefits of stretch annuities across multiple generations ✅ How to guide families through transparent, legacy-centered planning conversations as it relates to annuities 🔐 Your clients’ legacies deserve more than a will. Help them preserve more, protect more, and pass on more - with confidence. | 5/2/2025 | 10:00am CDT | 1 hour | Register |