Ernst & Young released a ground-breaking, independent study comparing a series of retirement and legacy strategies. The results highlight the importance of a holistic approach to retirement planning that includes investments, indexed universal life insurance and fixed indexed annuities. Advanced Planning’s Carlos Zarate, along with AuguStar Retirement Vice President Ted Parker and AuguStar Life Vice President Steve Horton, will walk through our product solutions that line up perfectly with Erst & Young’s recommendations.

People invest to spend — just not right now. So how do we help clients connect today’s decisions with tomorrow’s goals? Join us for a unique, insightful turnkey client webinar where we’ll explore how to make retirement feel less like outer space and more like a destination with a plan.

On July 4, H.R. 1, known as “One Big Beautiful Bill” was signed into law creating and extending unprecedented planning opportunities in advanced planning markets. The new law is nearly 900 pages long, but we’ve got you covered by focusing on the most relevant and important topics related to life insurance and annuity planning. All of this in under one hour!

In this interactive exchange, MerQube addressed modern index construction, how volatility controls are used, and trends and themes that are shaping the indices in the industry.

What is “SuperAge” and how can lifestyle planning help your clients make the most of their retirement years?

A recent U.S. Supreme Court case involving a buy-sell arrangement funded with life insurance potentially creates a new tax trap ready to snare business owners. Learn more to potentially help clients avoid a “million-dollar problem.”

The artificial intelligence market is growing faster than most portfolios. Are you prepared for your clients’ questions?

In today’s fast-paced world, the race to stake your claim and stand out in the new digital frontier has already begun. Are you prepared with the proper marketing tools to secure your position before your competition does?