Entries by Russell Katz

Webinar | Start from the Middle: Explore the untapped middle market

Watch the Allianz webinar dated May 24, 2023 at 3:00 pm Central. In this session, we will cover: Who is defined as middle market Positioning IUL Target demographic How to have the conversation Data points from a study done of middle Americans Case studies College funding Supplemental income How IUL is an under-utilized tool to […]

Webinar | The Tax Efficient Legacy | May 31 at 3:00 pm Central

Provisions of the Tax Cuts and Jobs Act (TCJA) of 2017 are expected to sunset on January 1, 2026. The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 essentially eliminated the “stretch-IRA.” This could mean a potential increase in taxes for your clients. Join Securian Financial with Advanced Sales Director Channing Schmidt […]

Webinar | New Strategic Underwriting Program

Watch the 3 Mark/RGA webinar dated May 18, 2023 at 3:00 pm Central. As a Libra partner with RGA, 3 Mark Financial is excited to announce a brand new Strategic Underwriting Program to enhance underwriting efficiencies! This exclusive program allows 3 Mark producers to work directly with the world’s leading facultative reinsurer to collaborate on […]

Webinar | Marketing to Millennials

Watch the Legal & General webinar dated May 17, 2023 at 3:00 pm Central. Millennials count for a large segment of population who needs life insurance. Millennials don’t like to be sold. They are known for doing their own fact-checking before they buy, so we simply need to get their attention, spark some thought, and […]

Webinar | Start from the Middle: Explore the untapped middle market

Register for the Allianz webinar dated May 24, 2023 at 3:00 pm Central. In this session, we will cover: Who is defined as middle market Positioning IUL Target demographic How to have the conversation Data points from a study done of middle Americans Case studies College funding Supplemental income How IUL is an under-utilized tool […]