Advisor Today

Dave Resseguie The Resseguie Group APRIL 11TH 1 PM EASTERN Dave Resseguie began his career in the financial services industry in August of 2007. He spent 10 years working in leadership roles within both Northwestern Mutual & MassMutual agencies in Chicago, Ft. Lauderdale, & Miami. Join Dave in the discussion of having "Intentional Gratitude", that…

Simon Reilly Coach, Speaker, Author, Leading Advisor Tuesday, MAY 17TH 1 PM EASTERN A significant percentage of financial advisors do not have a meaningful relationship with their clients' adult children. Limiting beliefs include; "It's too challenging and time-consuming to create meaningful relationships with my client's adult children." Why are these results happening? Join Simon for…

Luke Acree President, ReminderMedia THURSDAY, JULY 14 1 PM EASTERN Why is client relationship marketing important? Learn how to avoid the cycle of chasing new clients from ReminderMedia President and Advisor Today contributor Luke Acree. This webinar will help you: Discover how top companies create raving fans Learn what type of content to send to…

4 Life Insurance Opportunities You May Have Missed Ryan Mattern, Modern Life Brandon Parry, Modern Life Thursday, December 8 2 pm eastern While many advisors are well-equipped to help their clients evaluate their life insurance needs, some scenarios may call for outside-of-the-box solutions. Life insurance experts Ryan Mattern and Brandon Parry will walk attendees through four conversations where life…

Dan Mangus Vice President Growth & Development Senior Marketing Specialists Wednesday, January 25, 2023 12 pm eastern When considering growing your agency through acquisition or planning to sell or pass on your agency, there several essential items to keep in mind. This webinar will consider an agency's emotional, organizational, and financial aspects in transition. Join Dan…

Joe Templin, MEC, CEC, CAP, ChFC, CLU Co-Founder & President The Intro Machine Wednesday, February 8, 2023 12 pm eastern Joe Templin is a Human Kaizen Expert and won an International martial arts championship while keeping 5+ appointments per day and serving NAIFA. Join NAIFA Coaches Circle leader Joe Templin as he teaches you how to…

Toby Kominek, CLTC Sr. National Sales Manager, LifeSecure Wednesday, May 31 12 pm eastern LifeSecure’s accident, critical illness, and hospital indemnity products have incredible value as stand-alone products, but they also work well together when paired with health insurance. Find out how they can provide a whole health solution for your clients, but also offer…

Schyler Adams Director, Advanced Strategies & Planning Platforms Allianz Tuesday, June 13 2 pm eastern Join the next Advisor Today webinar as Allianz explores strategies for how you can diversify your income during retirement. Schyler Adams, Director of Advanced Strategies & Planning Platforms, will share advanced concepts to help hedge against and offset the potential increase of taxes and inflation…

Bryan Albert Eagle Life Insurance Company VP, Head Of Sales Ellen Donovan Allianz Life Insurance Company of North America External Wholesaler Rona Guymon Nationwide Financial SVP, Annuity Distribution Bryon Holz NAIFA President Wednesday, June 28 12 PM Eastern Join the next Advisor Today webinar, where for the Annuity Awareness Month, NAIFA is featuring three top experts in…

IUL for Business Owners as an Edge in a Competitive Employee Marketplace Jordan Skog, J.D., CLU, ChFC, CFP Allianz https://at.naifa.org/leveragingiul October 27th 12:00 pm eastern According to recent survey data, business owners are continuing to face challenges with successfully transitioning their small- and mid-size businesses, and also with attracting, retaining, and motivating the key employees…