Industry experts will discuss 2016 developments in the insured retirement marketplace, highlighting sales and product changes. This webinar will take place on February 22, 2017 at 2pm EST.
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.
Learn more about how $ensibleU can help you engage the next generation of clients during this upcoming webinar
This webinar explored how long term care planning is a component of multigenerational wealth planning.
This webinar reviewed the current state of retirement readiness of various generations, and explored how their different experiences impact their saving and investing habits.
IRI hosted a webinar focused on addressing advisorsâ€™ top questions related to implementing and conducting business under the Department of Laborâ€™s newly adopted fiduciary rule.
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.
The DOLâ€™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.
This webinar examined how to shift between utilization and maximization of social media tools while remaining cognizant of potential compliance issues.
Discussion of the impact of the DOLâ€™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.
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.
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.
Filing for Social Security is one of the most important and complex decisions youâ€™ll make in your lifetime. There are many factors you must take into consideration.
Theyâ€™re your clientsâ€™ spouses, business owners, professionals, widows, and divorcÃ©es and they control about 51% of all personal wealth â€” $14 trillion in assets.
The Department of Labor (DOL) released its new rule on Wednesday, April 6. This rule expands the universe of financial advisors and entities that are considered fiduciaries when offering investment ad