Webinars View All

The Evolution of Advice: Delivering Successful Outcomes through Active and Passive

Posted on April 20, 2017

The Evolution of Advice: Delivering Successful Outcomes through Active and Passive

Retirement Income and Investment Risk: Are you prepared?

Posted on April 6, 2017

This seminar explores the past, present, and future of retirement income planning.

Women and Long-Term Care: How to Recognize and Plan for Their Unique Needs

Posted on April 4, 2017

This seminar explores why women are ideal candidates for long-term care planning. It sheds light on the factors that make women more at risk for long term care than men and the financial sacrifices of not having a plan in place.

State of the Insured Retirement Industry: 2016 Review and 2017 Outlook

Posted on February 22, 2017

Industry experts discussed 2016 developments in the insured retirement marketplace, highlighting sales and product changes. This webinar took place on February 22, 2017 at 2pm EST.

Trial by Fire: Navigating Retirement Now and in the Future

Posted on January 11, 2017

A discussion of the financial well-being of current retirees and strategies advisors can use to prepare near-retirees and retirement savers for the financial ups and downs of retirement life.

Legacy Planning with $ensibleU

Posted on December 8, 2016

Learn more about how $ensibleU can help you engage the next generation of clients during this upcoming webinar

A Multigenerational Approach to Planning for Long Term Care Expenses

Posted on November 15, 2016

This webinar explored how long term care planning is a component of multigenerational wealth planning.

Generational Distinctions in Retirement Planning

Posted on September 14, 2016

This webinar reviewed the current state of retirement readiness of various generations, and explored how their different experiences impact their saving and investing habits.

Addressing Advisors’ Top DOL Questions

Posted on September 7, 2016

IRI hosted a webinar focused on addressing advisors’ top questions related to implementing and conducting business under the Department of Labor’s newly adopted fiduciary rule.

Health Care in Retirement

Posted on August 16, 2016

A significant concern people have in retirement is affording their health care. This webinar covered health-related costs and how they affect retirement and the overall financial planning process.

DOL Fiduciary Rule Implementation Resource Center

Posted on July 26, 2016

The DOL’s fiduciary rule has created more questions for IRI members in the financial services space. This webinar introduced the new IRI DOL Fiduciary Rule Implementation Resource Center and provided an overview of FAQs on the rule.

Grow Your Business and Avoid Compliance Pitfalls with Social Media

Posted on July 19, 2016

This webinar examined how to shift between utilization and maximization of social media tools while remaining cognizant of potential compliance issues.

DOL’s Final Regulation and Prohibited Transaction Exemptions: Impact on Distributions and Rollovers

Posted on May 12, 2016

Discussion of the impact of the DOL’s final regulation on distributions and rollovers to IRAs. The webinar included a discussion on the prohibited transaction exemptions provided by 84-24 and BICE.

Recent Developments in Annuity and Life Insurance Litigation

Posted on May 11, 2016

This past year has seen many significant judicial decisions and new filings with respect to litigation involving individual and group annuity and life insurance products. This webinar surveyed rulings in the most important cases.

Get Inside the Mind of the SBO (Small Business Owner): Understand Key Purchase Decisions to Help Win More Business

Posted on May 4, 2016

This advisor-facing presentation was developed in conjunction with CEB to help financial professionals better understand how key purchasing decisions are made in the minds of small business owners.