Clients come to us with goals. When you present product solutions, often, they push back, based on what they’ve read online, or heard on TV. But objections can become your best opportunities by adopting one simple practice: asking questions.

Join industry expert Tom Hegna as he walks you through a process he’s used throughout his career, explaining how asking questions cannot only educate clients, but also speed up the sales process, avoid arguments and help deepen client relationships.

New research shows financial regret in retirement is widespread and often driven by longevity misunderstandings and delayed action. Matthew Sommer, Managing Director at Janus Henderson Investors, discusses how behavioral finance and longevity literacy can help financial professionals reframe retirement conversations and guide clients toward decisions they’re less likely to regret later.

Generational expert, radio host, podcaster and national speaker Cam Marston explains what resonates with them, how to win them over and tips to drive life insurance and annuity sales with Boomer clients.

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?