Continuing education webinars

Credit hours: 1 | Not approved in: NJ, NV, OK
Intended for: CFP®, CIMA®, CLU®, ChFC®

Nonqualified annuities are a popular choice for retirement savings, but did you know they can also be a powerful tool for legacy planning? The nonqualified annuity stretch strategy offers contract owners a tax-efficient way to pass assets to beneficiaries, potentially avoiding a lump-sum tax hit.

Join Tom Duncan for an insightful webinar where he’ll break down how this strategy works, and why it matters for financial professionals looking to add value for their clients.

In this session, you’ll learn:

• What the nonqualified annuity stretch strategy is and how it benefits beneficiaries
• How spreading out income taxes on death proceeds can lead to long-term tax-deferred growth potential
• A real-world case study that illustrates the strategy in action

Credit hours: 1 | Approved in all states
Intended for CFP®, CIMA®, CLU®, ChFC®

Join us and learn how to simplify the complexity of Medicare and health care costs in retirement. During this webinar, we’ll discuss:

• When to start planning
• The ABCs of Medicare
• How to estimate and plan for health care costs in retirement