Webinars
Take Charge Of Your Expertise
Live and on-demand webinars
How to excel at positioning IUL
WEDNESDAY, MARCH 12 | 12 PM MT
One of our most popular sessions is back! Join our in-house expert Nick Lowitt to learn how to maximize the full power of IUL to help clients control the uncontrollable. In this timely session, you'll get actionable best practices to easily overcome client objections when talking about IUL. Unlock a simple yet powerful positioning framework proven to convert. SAVE MY SPOT
Backed by the buffer: Hedging against loss & taxes
When the market declines during the early years of retirement, many clients don't have the luxury of weathering loss. What's your strategy to help them tackle market volatility, continuous inflation and potential tax hikes? Join Peak Pro's Nick Lowitt and learn how to create a sound buffer account strategy proven to work. SAVE MY SPOT
Market trends: Pro insights for 2025
Join our very own Patrick Waters, VP of Business Development, for a lively discussion on today's macroeconomic environment and what to expect in 2025. Get insights into the stock market and key indicators to keep an eye on, plus walk away with actionable tips to help clients gain more control in an evolving tax and economic environment. WATCH ON-DEMAND
IUL illustration war zone
Carriers are battling for supremacy over the IUL space. No two illustrations are exactly alike, so what's an advisor to do? And how do you distinguish reality from pie-in-the-sky projections? Join our own Nick Lowitt, VP of Sales Development, as he walks through the major challenges and complexities plaguing today's IUL marketplace. Learn how to properly analyze illustrations, and identify the clues that can make or break your client's retirement. GET 1:1 PRESENTATION
Index strategies that stand out with Tom Haines of Annexus
Don't miss this rare opportunity to hear directly from Annexus' Tom Haines, the mastermind bringing groundbreaking index strategies to the market. Get an inside perspective on all things indexing, including design, sustainability and due diligence. GET 1:1 PRESENTATION
Solving the Inherited IRA
The SECURE Act did quite a number on inherited IRAs. The good news is that there are smart alternatives that can help generate tax-free income and create a lasting impact for generations. In this short webinar, Nick Lowitt breaks down a simple yet powerful concept to help you differentiate yourself in this $84 trillion marketplace. GET 1:1 PRESENTATION
Creating better outcomes: IUL models for fiduciaries
There are comprehensive planners, and then there are product peddlers. In this short webinar, we'll reveal the unique tax-advantaged strategies that top fiduciaries are using to stand out from the crowd and attract affluent clients. Learn how to integrate indexed universal life the right way - so you can fulfill your fiduciary duty. GET 1:1 PRESENTATIONPast webinar topics
- AG 49 explained
- Bucket planning
- Business succession planning
- Email marketing
- Executive benefit planning for business owners
- Indexed Investing
- Paid social advertising and lead generation
- Safeguards of indexed universal life (IUL)
- Search engine optimization (SEO)
- The new CSO table and cost analysis
- Variable loans
- Virtual meetings and webinars
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