The Evolution of Advice: Delivering Successful Outcomes through Active and Passive
This seminar explores the past, present, and future of retirement income planning.
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.
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.
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.