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DTSTART;TZID=America/Indiana/Indianapolis:20250328T110000
DTEND;TZID=America/Indiana/Indianapolis:20250328T113000
DTSTAMP:20260501T060530
CREATED:20241125T143846Z
LAST-MODIFIED:20241125T143846Z
UID:41218-1743159600-1743161400@insourcemg.com
SUMMARY:Inherited IRA/Annuity for LTC
DESCRIPTION:The OneAmerica® Care Solutions Deep Dives webinar series goes in-depth on topics related to our asset-based long-term care (LTC) protection. Join our free webinars every other Friday at 11 a.m. ET. Each session is intended to last 15 to 40 minutes. \nRegister on this link >>
URL:https://insourcemg.com/event/inherited-ira-annuity-for-ltc/
ATTACH;FMTTYPE=image/jpeg:https://insourcemg.com/wp-content/uploads/2018/01/OneAmerica-150x150-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20250314T110000
DTEND;TZID=America/Indiana/Indianapolis:20250314T113000
DTSTAMP:20260501T060530
CREATED:20241125T143705Z
LAST-MODIFIED:20241125T143705Z
UID:41216-1741950000-1741951800@insourcemg.com
SUMMARY:Why Joint Life/LTC?
DESCRIPTION:The OneAmerica® Care Solutions Deep Dives webinar series goes in-depth on topics related to our asset-based long-term care (LTC) protection. Join our free webinars every other Friday at 11 a.m. ET. Each session is intended to last 15 to 40 minutes. \nRegister on this link >>
URL:https://insourcemg.com/event/why-joint-life-ltc/
ATTACH;FMTTYPE=image/jpeg:https://insourcemg.com/wp-content/uploads/2018/01/OneAmerica-150x150-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20250228T110000
DTEND;TZID=America/Indiana/Indianapolis:20250228T113000
DTSTAMP:20260501T060530
CREATED:20241125T143506Z
LAST-MODIFIED:20241125T143506Z
UID:41214-1740740400-1740742200@insourcemg.com
SUMMARY:To Inflate or Not to Inflate?
DESCRIPTION:The OneAmerica® Care Solutions Deep Dives webinar series goes in-depth on topics related to our asset-based long-term care (LTC) protection. Join our free webinars every other Friday at 11 a.m. ET. Each session is intended to last 15 to 40 minutes. \nRegister on this link >> \n 
URL:https://insourcemg.com/event/to-inflate-or-not-to-inflate/
ATTACH;FMTTYPE=image/jpeg:https://insourcemg.com/wp-content/uploads/2018/01/OneAmerica-150x150-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20250214T110000
DTEND;TZID=America/Indiana/Indianapolis:20250214T113000
DTSTAMP:20260501T060530
CREATED:20241125T143325Z
LAST-MODIFIED:20241125T143325Z
UID:41212-1739530800-1739532600@insourcemg.com
SUMMARY:Caregiver Study
DESCRIPTION:The OneAmerica® Care Solutions Deep Dives webinar series goes in-depth on topics related to our asset-based long-term care (LTC) protection. Join our free webinars every other Friday at 11 a.m. ET. Each session is intended to last 15 to 40 minutes. \nRegister on this link >> \n 
URL:https://insourcemg.com/event/caregiver-study/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20250131T110000
DTEND;TZID=America/Indiana/Indianapolis:20250131T113000
DTSTAMP:20260501T060530
CREATED:20241125T143014Z
LAST-MODIFIED:20241125T150921Z
UID:41209-1738321200-1738323000@insourcemg.com
SUMMARY:LTC Claims:  A Deeper Dive into the 3 Cs & the Process
DESCRIPTION:The OneAmerica® Care Solutions Deep Dives webinar series goes in-depth on topics related to our asset-based long-term care (LTC) protection. Join our free webinars every other Friday at 11 a.m. ET. Each session is intended to last 15 to 40 minutes. \nRegister on this link >>
URL:https://insourcemg.com/event/ltc-claims-a-deeper-dive-into-the-3-cs-the-process/
ATTACH;FMTTYPE=image/jpeg:https://insourcemg.com/wp-content/uploads/2018/01/OneAmerica-150x150-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20250117T110000
DTEND;TZID=America/Indiana/Indianapolis:20250117T113000
DTSTAMP:20260501T060530
CREATED:20241125T142647Z
LAST-MODIFIED:20241125T150802Z
UID:41206-1737111600-1737113400@insourcemg.com
SUMMARY:Cash & Reimbursement: A Claims Story
DESCRIPTION:The OneAmerica® Care Solutions Deep Dives webinar series goes in-depth on topics related to our asset-based long-term care (LTC) protection. Join our free webinars every other Friday at 11 a.m. ET. Each session is intended to last 15 to 40 minutes. \nRegister on this link >> \n 
URL:https://insourcemg.com/event/cash-reimbursement-a-claims-story/
ATTACH;FMTTYPE=image/jpeg:https://insourcemg.com/wp-content/uploads/2018/01/OneAmerica-150x150-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20241219T110000
DTEND;TZID=America/Indiana/Indianapolis:20241219T120000
DTSTAMP:20260501T060530
CREATED:20241216T204733Z
LAST-MODIFIED:20241216T205132Z
UID:41405-1734606000-1734609600@insourcemg.com
SUMMARY:Indexing in the Rear View Mirror
DESCRIPTION:Ready to uncover what made 2024 a record-breaking year for Fixed Index Annuities — and how to make 2025 even better? The Standard’s RVP Paul Garofoli and Robert McNamara\, CFA\, Senior Director at S&P Global\, will cover: \n\nThe strategies that drove FIA success – even during a volatile market year.\nHow diversification and resilience helped navigate challenges like market drops and rising yields.\nKey 2025 trends\, including why the S&P 500® Index is broadening performance across more sectors.\n\nDon’t miss this opportunity! Deep dive into FIA’s 2024 strategies and position yourself for a standout 2025.\nSecure your spot now! \nDecember 19\, 2024\n8:00 a.m. PST / 10:00 a.m. CST /11:00 a.m. EST\nRegister Now
URL:https://insourcemg.com/event/indexing-in-the-rear-view-mirror/
ATTACH;FMTTYPE=image/png:https://insourcemg.com/wp-content/uploads/2018/01/TheStandard-logo.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20241217T140000
DTEND;TZID=America/Indiana/Indianapolis:20241217T150000
DTSTAMP:20260501T060530
CREATED:20241216T141830Z
LAST-MODIFIED:20241216T204508Z
UID:41400-1734444000-1734447600@insourcemg.com
SUMMARY:A 2025 Outlook Discussion with Dr. Mohamed El-Erian
DESCRIPTION:Please join us for an exclusive virtual event with Allianz Group Chief Economic Advisor\, Dr. Mohamed El-Erian. Jasmine Jirele\, President and CEO of Allianz Life Insurance Company of North America (Allianz) and Allianz Life Insurance Company of New York (Allianz Life of NY) will lead an engaging discussion with Dr. El-Erian\, who offers a thought-provoking perspective on the 2025 economic outlook.\nHear from one of the world’s most influential economic thinkers and best-selling authors as he discusses the current global economic environment\, what we face in the U.S. in an era of economic uncertainty\, and what this could mean for investors.  \nREGISTER HERE\nAbout Dr. Mohamed El-Erian \nMohamed is the Chief Economic Advisor to Allianz\, the President of Queens’ College at Cambridge University\, Chair of Gramercy Funds\, and the Renee Kerns Professor of Practice at the Wharton Business School. He serves on the boards of Barclays\, the NBER\, and Under Armour among others. \nEarlier in his career\, Mohamed worked for 15 years at the IMF (1983-1998) before moving to PIMCO where his 15-year tenure culminated in him elected by the firm’s Managing Directors to be the Chief Executive and co-Chief Investment Officer (2007-2014). He was Chair of President Obama’s Global Development Council (2012-2016). He has served on the advisory committee for several IMF Managing Directors\, as well as on government and corporate committees. \nThe author of two New York Times bestsellers\, Mohamed has just published “Permacrisis: A Plan to Fix a Fractured World” co-authored with Gordon Brown\, Michael Spence\, and Reid Lidow. He is a Bloomberg Opinion columnist and an FT contributing editor. He was named one of the “Top 100 Global Thinkers” by Foreign Policy for four years in row. \nMohamed obtained his undergraduate degree at the University of Cambridge and his masters and doctorate\, also in economics\, at Oxford University. \nWe hope to see you there!
URL:https://insourcemg.com/event/a-2025-outlook-discussion-with-dr-mohamed-el-erian/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20241205T140000
DTEND;TZID=America/Indiana/Indianapolis:20241205T150000
DTSTAMP:20260501T060530
CREATED:20241125T141832Z
LAST-MODIFIED:20241125T141832Z
UID:41203-1733407200-1733410800@insourcemg.com
SUMMARY:Election outcomes: Navigating the new political terrain
DESCRIPTION:Join us and David Burns\, VP and Head of U.S. Government Affairs in Prudential’s Washington\, D.C.\, office\, as he shares insights into the post-election political landscape and its potential impact on your business. \n\n\n\n\n\n\n\nIn addition\, he will discuss: \n\n\n\n\n\n\n\n\nThe fate of the Tax Cuts and Jobs Act\nPotential updates to the Department of Labor Fiduciary rule\nScrutiny around private placement life insurance\nInsights on SECURE 3.0\n\nRegister on this link >>
URL:https://insourcemg.com/event/election-outcomes-navigating-the-new-political-terrain/
ATTACH;FMTTYPE=image/jpeg:https://insourcemg.com/wp-content/uploads/2018/01/Prudential150x150.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20241203T110000
DTEND;TZID=America/Indiana/Indianapolis:20241203T120000
DTSTAMP:20260501T060530
CREATED:20241125T141429Z
LAST-MODIFIED:20241125T141429Z
UID:41199-1733223600-1733227200@insourcemg.com
SUMMARY:Expanding Your Reach – Growing Your Network
DESCRIPTION:Are you looking to grow your social network and engage with clients and prospects on a larger scale? We invite you to our upcoming webinar\, Expanding Your Reach: Growing Your Network.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nIn this webinar\, you’ll learn: \n\nStrategic Networking: Best practices for connecting with clients and prospects on social media.\nUtilizing Tools: How to use social media features and platforms to amplify your network and streamline your connections.\nEngagement Techniques: Proven strategies for fostering meaningful interactions and nurturing long-term relationships.\n\nWe’ll also showcase real-life examples from key social networks and guide you in using these tools effectively to enhance your business’s visibility and impact.\nRegister on this link >>
URL:https://insourcemg.com/event/expanding-your-reach-growing-your-network/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20241114T140000
DTEND;TZID=America/Indiana/Indianapolis:20241114T140000
DTSTAMP:20260501T060530
CREATED:20241113T212259Z
LAST-MODIFIED:20241113T212856Z
UID:41173-1731592800-1731592800@insourcemg.com
SUMMARY:Available On Demand:  LTC planning for tax and wealth-distribution efficiency
DESCRIPTION:This webinar is Available On Demand                                        Running time: 46 minutes \nWith Long-Term Care Awareness Month front of mind\, the focus turns to the importance of planning. Planning for longevity includes both accumulating and distributing wealth efficiently and effectively. No matter your client’s net worth\, having a plan to pay for care costs is essential to help meet these goals. Join our exclusive webinar to get the latest insights and guidance to help your high-net-worth clients secure the future they envision as they age\, including: \n\nAddressing the impact of paying for care costs over a period of years\nRemaining where they want while protecting those they love\nCreating leverage and tax efficiencies that only insurance can offer\n\nDon’t miss out — register now to enhance your expertise in long-term care and wealth-distribution planning for your affluent clients.
URL:https://insourcemg.com/event/available-on-demand-ltc-planning-for-tax-and-wealth-distribution-efficiency/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20240415T140000
DTEND;TZID=America/Indiana/Indianapolis:20240415T141500
DTSTAMP:20260501T060530
CREATED:20240112T141333Z
LAST-MODIFIED:20240118T140438Z
UID:40528-1713189600-1713190500@insourcemg.com
SUMMARY:10-Minute Mondays: Strategies in the Political Debate & Opportunities Today - Part 2
DESCRIPTION:Overview\nTitle: 10-Minute Mondays: Strategies in the Political Debate & Opportunities Today – Part 2 \nDate: Monday\, April 15\, 2024 \nTime: 2:00 PM Eastern Daylight Time \nDuration: 15 minutes \nSummary\nWebinar Information: \nAttention – there is no dial-in for this webinar.\nAudio will stream through your computer speakers or mobile device. Please adjust the volume as needed.\nIf you don’t have speakers\, you may be able to hear the webinar by plugging in headphones.\nFor best audio experience\, please allow Flash on your browser. ON24 recommends these web browsers: Firefox\, Chrome\, IE11.\nAll questions should be sent via the Q&A chat window. \nSpeaker\nMatthew Fitch\, J.D.\,* CLU\nDirector\, Advanced Planning\nPrudential Financial\, Inc.\nMatt is a Director in the Advanced Planning group of Prudential’s Individual Solutions Group. He has extensive experience in creative case design and concept illustration. Matt is highly proficient with wealth transfer and leveraged gifting strategies\, along with a full range of financing arrangements. \nPrior to joining Prudential\, Matt spent several years on The Hartford’s Advanced Marketing team\, consulting on high-end cases. He received his law degree from the UConn School of Law. \n*Not in the practice of law for Prudential.
URL:https://insourcemg.com/event/10-minute-mondays-strategies-in-the-political-debate-opportunities-today-part-2/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20240401T140000
DTEND;TZID=America/Indiana/Indianapolis:20240401T141500
DTSTAMP:20260501T060530
CREATED:20240112T141046Z
LAST-MODIFIED:20240118T140719Z
UID:40526-1711980000-1711980900@insourcemg.com
SUMMARY:10-Minute Mondays: Strategies in the Political Debate & Opportunities Today - Part 1
DESCRIPTION:Overview\nTitle: 10-Minute Mondays: Strategies in the Political Debate & Opportunities Today – Part 1 \nDate: Monday\, April 01\, 2024 \nTime: 2:00 PM Eastern Daylight Time \nDuration: 15 minutes \nSummary\nWebinar Information: \nAttention – there is no dial-in for this webinar.\nAudio will stream through your computer speakers or mobile device. Please adjust the volume as needed.\nIf you don’t have speakers\, you may be able to hear the webinar by plugging in headphones.\nFor best audio experience\, please allow Flash on your browser. ON24 recommends these web browsers: Firefox\, Chrome\, IE11.\nAll questions should be sent via the Q&A chat window. \nSpeaker\nKaren Hofmann\, CLU®\, ChFC®\, CASL®\nVice President\, Advanced Planning\nPrudential Financial\, Inc.\nKaren has more than 34 years of experience in the financial services industry. Previously\, she worked at The Hartford as an Advanced Markets Consultant. \nKaren has been an invited speaker nationwide on a variety of retirement planning\, advanced markets\, and other financial topics. She has also taught continuing education courses for Certified Financial Planner’sTM\, Attorneys\, and Certified Public Accountants. \nBorn and educated in London\, England\, Karen has earned the Chartered Life Underwriter (CLU®)\, Chartered Financial Consultant (ChFC®)\, and Chartered Advisor for Senior Living (CASL®) designations.
URL:https://insourcemg.com/event/10-minute-mondays-strategies-in-the-political-debate-opportunities-today-part-1/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20240318T140000
DTEND;TZID=America/Indiana/Indianapolis:20240318T141500
DTSTAMP:20260501T060530
CREATED:20240112T140812Z
LAST-MODIFIED:20240118T140642Z
UID:40524-1710770400-1710771300@insourcemg.com
SUMMARY:10-Minute Mondays: Estate Planning & the Upcoming Sunset
DESCRIPTION:Overview\nTitle: 10-Minute Mondays: Estate Planning & the Upcoming Sunset \nDate: Monday\, March 18\, 2024 \nTime: 2:00 PM Eastern Daylight Time \nDuration: 15 minutes \nSummary\nWebinar Information: \nAttention – there is no dial-in for this webinar.\nAudio will stream through your computer speakers or mobile device. Please adjust the volume as needed.\nIf you don’t have speakers\, you may be able to hear the webinar by plugging in headphones.\nFor best audio experience\, please allow Flash on your browser. ON24 recommends these web browsers: Firefox\, Chrome\, IE11.\nAll questions should be sent via the Q&A chat window. \nSpeaker for webinar:\nDonna M. Scalaro\, JD*\nVP\, Advanced Planning\, Individual Solutions Group\nPrudential\nDonna Scalaro is a Vice President in the Advanced Planning Group of Prudential. In this role she consults with Prudential’s sales force and distribution partners to provide technical knowledge and support for life insurance sales and marketing in the areas of estate\, business\, charitable\, wealth transfer and retirement planning. \nDonna joined Prudential in January of 2013 through the acquisition of The Hartford’s individual life division by Prudential. Prior to that\, Donna had been a Director with The Hartford’s Advanced Markets group beginning in 1996. Before joining The Hartford\, Donna was a practicing attorney in law firms in Connecticut for nine years\, specializing in estate planning\, estate settlement and elderlaw. \nA graduate of Hofstra University School of Law in Hempstead\, New York\, Donna was cited as the distinguished graduating law school student who achieved excellence in Wills\, Trusts and Estates. She completed her undergraduate work at Central Connecticut State University\, New Britain\, Connecticut\, earning a Bachelor of Science degree in Accounting\, Summa Cum Laude and ranked number one in her major. She is admitted to the bar in Connecticut. \n*Not in the practice of law for Prudential
URL:https://insourcemg.com/event/10-minute-mondays-estate-planning-the-upcoming-sunset/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20240304T140000
DTEND;TZID=America/Indiana/Indianapolis:20240304T141500
DTSTAMP:20260501T060530
CREATED:20240112T140102Z
LAST-MODIFIED:20240118T140842Z
UID:40522-1709560800-1709561700@insourcemg.com
SUMMARY:10-Minute Mondays: Review of the Key Provisions Sunsetting in 2026
DESCRIPTION:Overview\nTitle: 10-Minute Mondays: Review of the Key Provisions Sunsetting in 2026 \nDate: Monday\, March 04\, 2024 \nTime: 2:00 PM Eastern Standard Time \nDuration: 15 minutes \nSummary\nWebinar Information: \nAttention – there is no dial-in for this webinar.\nAudio will stream through your computer speakers or mobile device. Please adjust the volume as needed.\nIf you don’t have speakers\, you may be able to hear the webinar by plugging in headphones.\nFor best audio experience\, please allow Flash on your browser. ON24 recommends these web browsers: Firefox\, Chrome\, IE11.\nAll questions should be sent via the Q&A chat window. \nSpeaker for webinar:\nKaren Hofmann\, CLU®\, ChFC®\, CASL®\nVice President\, Advanced Planning\nPrudential Financial\, Inc.\nKaren has more than 34 years of experience in the financial services industry. Previously\, she worked at The Hartford as an Advanced Markets Consultant. \nKaren has been an invited speaker nationwide on a variety of retirement planning\, advanced markets\, and other financial topics. She has also taught continuing education courses for Certified Financial Planner’sTM\, Attorneys\, and Certified Public Accountants. \nBorn and educated in London\, England\, Karen has earned the Chartered Life Underwriter (CLU®)\, Chartered Financial Consultant (ChFC®)\, and Chartered Advisor for Senior Living (CASL®) designations.
URL:https://insourcemg.com/event/10-minute-mondays-review-of-the-key-provisions-sunsetting-in-2026/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20240222T110000
DTEND;TZID=America/Indiana/Indianapolis:20240222T110000
DTSTAMP:20260501T060530
CREATED:20240122T223256Z
LAST-MODIFIED:20240122T223256Z
UID:40569-1708599600-1708599600@insourcemg.com
SUMMARY:Introducing PolicyGenius Pro
DESCRIPTION:What if there was a way to streamline your business\, reduce the amount of time you spend on paperwork\, and increase your bottom line—at no additional cost to you? With this goal in mind\, InSource has partnered with PolicyGenius Pro. Built with financial advisors and independent agents in mind\, Policygenius Pro simplifies the administrative process of insurance fulfillment from quotes to coverage—so you can place more policies with less work and get paid faster.  \nJoin us for this introductory session\, presented by Charlie Towson of PolicyGenius Pro.
URL:https://insourcemg.com/event/introducing-policygenius-pro/
ATTACH;FMTTYPE=image/png:https://insourcemg.com/wp-content/uploads/2024/01/PolicyGenius-Pro.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20240220T140000
DTEND;TZID=America/Indiana/Indianapolis:20240220T141500
DTSTAMP:20260501T060530
CREATED:20240112T135718Z
LAST-MODIFIED:20240118T140937Z
UID:40520-1708437600-1708438500@insourcemg.com
SUMMARY:10-Minute Mondays: Tax Season Planning Idea - Supplemental Income
DESCRIPTION:Overview\nTitle: 10-Minute Mondays: Tax Season Planning Idea – Supplemental Income \nDate: Tuesday\, February 20\, 2024 \nTime: 2:00 PM Eastern Standard Time \nDuration: 15 minutes \nSummary\nWebinar Information: \nAttention – there is no dial-in for this webinar.\nAudio will stream through your computer speakers or mobile device. Please adjust the volume as needed.\nIf you don’t have speakers\, you may be able to hear the webinar by plugging in headphones.\nFor best audio experience\, please allow Flash on your browser. ON24 recommends these web browsers: Firefox\, Chrome\, IE11.\nAll questions should be sent via the Q&A chat window. \nSpeaker for the webinar\nVicente Pina\, MBA\, AEP\, CLU®\, ChFC®\, FLMI\, LLIF\nDirector\, Advanced Planning\nPrudential Financial\, Inc.\nVicente Pina\, AEP\, CLU\, ChFC\, FLMI\, LLIF\, serves as Director in Prudential Financial’s Individual Life Insurance Advanced Markets team. Vicente has nearly thirty years of experience in the financial services industry. He has worked predominately in the development\, distribution\, and support of life insurance products. Vicente’s primary focus at Prudential is Life Insurance Planning for the Ultra Affluent\, Strategies for High Net Worth and Foreign National Clients\, and Advanced Case Design. \nPrior to joining Prudential\, Vicente was Director of Member Firm Development for M Financial Group\, the largest independent distributor of life insurance in the United States. He previously worked in New York City for TIAA-CREF and AXA\, where he was responsible for product development\, support\, and marketing. Vicente previously worked for LIMRA\, where he was Director of Latin America and Director of Development for Asia/Pacific. He started his career with Prudential in 1989. Vicente graduated from Bryant University in 1988 and from the Babson College/LIMRA Executive Education program in 2002. He is a Chartered Financial Consultant\, Chartered Financial Consultant\, Accredited Estate Planner\, LIMRA Leadership Institute Fellow and a Fellow of the Life Management Institute. Vicente and his family reside in the Portland\, Oregon area.
URL:https://insourcemg.com/event/10-minute-mondays-tax-season-planning-idea-supplemental-income/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20240205T140000
DTEND;TZID=America/Indiana/Indianapolis:20240205T141500
DTSTAMP:20260501T060530
CREATED:20240112T135256Z
LAST-MODIFIED:20240118T141104Z
UID:40516-1707141600-1707142500@insourcemg.com
SUMMARY:10-Minute Mondays: Executive Bonus
DESCRIPTION:Overview\nTitle: 10-Minute Mondays: Executive Bonus \nDate: Monday\, February 05\, 2024 \nTime: 2:00 PM Eastern Standard Time \nDuration: 15 minutes \nSummary\nWebinar Information: \nAttention – there is no dial-in for this webinar.\nAudio will stream through your computer speakers or mobile device. Please adjust the volume as needed.\nIf you don’t have speakers\, you may be able to hear the webinar by plugging in headphones.\nFor best audio experience\, please allow Flash on your browser. ON24 recommends these web browsers: Firefox\, Chrome\, IE11.\nAll questions should be sent via the Q&A chat window. \nSpeaker for webinar: \nMichael G. Connell\, CLU®\, ChFC®\nDirector\, Advanced Planning\nPrudential Financial\, Inc.\nMichael is the newest member of Prudential’s Advanced Planning team\, with almost 30 years’ experience in the life insurance industry. Mike has a wide range of knowledge in structuring solutions for estate and business owner planning. Prior to joining Prudential\, he did personal production\, led advanced planning at a brokerage general agency\, managed life insurance premium lending at Credit Suisse\, and held numerous sales and marketing positions during his 15 years at ING. Mike graduated from Babson College.
URL:https://insourcemg.com/event/10-minute-mondays-executive-bonus/
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BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20240122T140000
DTEND;TZID=America/Indiana/Indianapolis:20240122T140000
DTSTAMP:20260501T060530
CREATED:20240112T134953Z
LAST-MODIFIED:20240118T140246Z
UID:40513-1705932000-1705932000@insourcemg.com
SUMMARY:10-Minute Mondays: Annual Reviews & Mirrored Loans
DESCRIPTION:Overview\nTitle: 10-Minute Mondays: Annual Reviews & Mirrored Loans \nDate: Monday\, January 22\, 2024 \nTime: 2:00 PM Eastern Standard Time \nDuration: 15 minutes \nSummary\nWebinar Information: \nAttention – there is no dial-in for this webinar.\nAudio will stream through your computer speakers or mobile device. Please adjust the volume as needed.\nIf you don’t have speakers\, you may be able to hear the webinar by plugging in headphones.\nFor best audio experience\, please allow Flash on your browser. ON24 recommends these web browsers: Firefox\, Chrome\, IE11.\nAll questions should be sent via the Q&A chat window. \nSpeakers \nThe speaker will be:\nCharles E. Perrault III\, CFP ®\, CLU ®\, ChFC ®\nDirector\, Advanced Planning\nPrudential Financial\, Inc. \nChuck Perrault joined Prudential’s Advanced Planning team in 2014\, and currently brings over seven years of experience to the role. As part of Advanced Planning\, Chuck has helped producers develop and close a variety of complex cases\, including being a leading resource for Mirrored Loans cases and questions. Chuck is also responsible for producing much of the marketing presentations and content seen at our meetings. In addition to those responsibilities\, Chuck is on the road weekly to present at meetings and conferences around the country. Prior to joining Advanced Planning\, Chuck began his career at Prudential as a Sales Consultant. He was awarded the Sales Consultant of the Year in 2014. \nChuck holds a bachelor’s degree in Psychology from the University of Connecticut. Additionally\, Chuck has obtained his Certified Financial Planner (CFP®)\, Chartered Life Underwriter (CLU®)\, and Chartered Financial Consultant (ChFC®) designations. He currently resides in NJ.
URL:https://insourcemg.com/event/10-minute-mondays-annual-reviews-mirrored-loans/
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BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20231107T130000
DTEND;TZID=America/Indiana/Indianapolis:20231107T130000
DTSTAMP:20260501T060530
CREATED:20230725T170543Z
LAST-MODIFIED:20230725T181658Z
UID:39901-1699362000-1699362000@insourcemg.com
SUMMARY:PAM Group Training
DESCRIPTION:Join us on Tuesday\, November 7 for the last of our monthly small-group training sessions on the Portal for Asset Management\, a.k.a. PAM\, with David Perkins of Luma Financial Technologies. PAM assists you in discovering the most suitable products for your clients through innovative data modeling\, insights\, and comparison features. It is also our annuity order entry system and a superior alternative to paper applications. Whether you join us one time or for multiple sessions\, this training opportunity will help improve your proficiency with PAM and help streamline your overall annuity business.\n\n\n\nDate & Time:  Nov 7\, 2023 01:00 PM (ET)\n\n\n\n\nRegister on this link.
URL:https://insourcemg.com/event/pam-group-training-4/
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BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20231106T140000
DTEND;TZID=America/Indiana/Indianapolis:20231106T141500
DTSTAMP:20260501T060531
CREATED:20230811T130412Z
LAST-MODIFIED:20230811T130412Z
UID:40013-1699279200-1699280100@insourcemg.com
SUMMARY:10-Minute Mondays: Sunsetting Tax Provisions and Flexible Estate Plans
DESCRIPTION:Webinar Information:\nAttention – there is no dial-in for this webinar.\nAudio will stream through your computer speakers or mobile device. Please adjust the volume as needed.\nIf you don’t have speakers\, you may be able to hear the webinar by plugging in headphones.\nFor best audio experience\, please allow Flash on your browser. ON24 recommends these web browsers: Firefox\, Chrome\, IE11.\nAll questions should be sent via the Q&A chat window. \nRegister for one or all of the 10 Minute Mondays webinars on this link >>. \nSpeaker\nDonna M. Scalaro\, JD*\nVP\, Advanced Planning\, Individual Solutions Group\nPrudential \nDonna Scalaro is a Vice President in the Advanced Planning Group of Prudential. In this role she consults with Prudential’s sales force and distribution partners to provide technical knowledge and support for life insurance sales and marketing in the areas of estate\, business\, charitable\, wealth transfer and retirement planning. \nDonna joined Prudential in January of 2013 through the acquisition of The Hartford’s individual life division by Prudential. Prior to that\, Donna had been a Director with The Hartford’s Advanced Markets group beginning in 1996. Before joining The Hartford\, Donna was a practicing attorney in law firms in Connecticut for nine years\, specializing in estate planning\, estate settlement and elderlaw. \nA graduate of Hofstra University School of Law in Hempstead\, New York\, Donna was cited as the distinguished graduating law school student who achieved excellence in Wills\, Trusts and Estates. She completed her undergraduate work at Central Connecticut State University\, New Britain\, Connecticut\, earning a Bachelor of Science degree in Accounting\, Summa Cum Laude and ranked number one in her major. She is admitted to the bar in Connecticut. \n*Not in the practice of law for Prudential
URL:https://insourcemg.com/event/10-minute-mondays-sunsetting-tax-provisions-and-flexible-estate-plans/
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BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20231101T140000
DTEND;TZID=America/Indiana/Indianapolis:20231101T150000
DTSTAMP:20260501T060531
CREATED:20231021T025629Z
LAST-MODIFIED:20231021T025950Z
UID:40283-1698847200-1698850800@insourcemg.com
SUMMARY:It’s Time to Care About Long-Term Care
DESCRIPTION:It’s time to care about long-term care. \nJoin us on November 1\, 2023\, to hear the latest on the current state of LTC regulations in key states and new Lincoln research insights on how consumers feel about planning for LTC expenses. \nIt’s time to talk to clients about their plan for long-term care. Learn useful information that will help you understand how the LTC landscape has changed and what you need to know now. \nCommit with confidence. Register now. \nSpeakers  \n \nJoe Laskowski\nVP\, MoneyGuard National Sales Manager\nLincoln Financial Distributors \n  \n \nCarrie Hartgen\nVP\, State Governement Affairs\nLincoln Financial Group \n  \n \nKelsey Bradbury\nAVP\, Thought Leadership and Market Intelligence\nLincoln Financial Group \n 
URL:https://insourcemg.com/event/its-time-to-care-about-long-term-care/
ATTACH;FMTTYPE=image/jpeg:https://insourcemg.com/wp-content/uploads/2018/01/Lincoln-Financial.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20231016T140000
DTEND;TZID=America/Indiana/Indianapolis:20231016T141500
DTSTAMP:20260501T060531
CREATED:20230811T130131Z
LAST-MODIFIED:20230811T130506Z
UID:40011-1697464800-1697465700@insourcemg.com
SUMMARY:10-Minute Mondays: Addressing Chronic Illness Needs
DESCRIPTION:Webinar Information:\nAttention – there is no dial-in for this webinar.\nAudio will stream through your computer speakers or mobile device. Please adjust the volume as needed.\nIf you don’t have speakers\, you may be able to hear the webinar by plugging in headphones.\nFor best audio experience\, please allow Flash on your browser. ON24 recommends these web browsers: Firefox\, Chrome\, IE11.\nAll questions should be sent via the Q&A chat window. \nRegister for one or all of the 10 Minute Mondays webinars on this link >>. \nSpeaker\n\nVicente Pina\, MBA\, AEP\, CLU®\, ChFC®\, FLMI\, LLIF\nDirector\, Advanced Planning\nPrudential Financial\, Inc.\n\n\n\nVicente Pina\, AEP\, CLU\, ChFC\, FLMI\, LLIF\, serves as Director in Prudential Financial’s Individual Life Insurance Advanced Markets team. Vicente has nearly thirty years of experience in the financial services industry. He has worked predominately in the development\, distribution\, and support of life insurance products. Vicente’s primary focus at Prudential is Life Insurance Planning for the Ultra Affluent\, Strategies for High Net Worth and Foreign National Clients\, and Advanced Case Design. \nPrior to joining Prudential\, Vicente was Director of Member Firm Development for M Financial Group\, the largest independent distributor of life insurance in the United States. He previously worked in New York City for TIAA-CREF and AXA\, where he was responsible for product development\, support\, and marketing. Vicente previously worked for LIMRA\, where he was Director of Latin America and Director of Development for Asia/Pacific. He started his career with Prudential in 1989. Vicente graduated from Bryant University in 1988 and from the Babson College/LIMRA Executive Education program in 2002. He is a Chartered Financial Consultant\, Chartered Financial Consultant\, Accredited Estate Planner\, LIMRA Leadership Institute Fellow and a Fellow of the Life Management Institute. Vicente and his family reside in the Portland\, Oregon area.
URL:https://insourcemg.com/event/10-minute-mondays-addressing-chronic-illness-needs/
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BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20231003T130000
DTEND;TZID=America/Indiana/Indianapolis:20231003T130000
DTSTAMP:20260501T060531
CREATED:20230725T165848Z
LAST-MODIFIED:20230725T180701Z
UID:39897-1696338000-1696338000@insourcemg.com
SUMMARY:PAM Group Training
DESCRIPTION:Join us the 1st Tuesday of each month for a small-group training session on the Portal for Asset Management\, a.k.a. PAM\, with David Perkins of Luma Financial Technologies. PAM assists you in discovering the most suitable products for your clients through innovative data modeling\, insights\, and comparison features. It is also our annuity order entry system and a superior alternative to paper applications. Whether you join us one time or for multiple sessions\, this training opportunity will help improve your proficiency with PAM and help streamline your overall annuity business.\n\n\n\nDates & Times:\n\n\n\n\n\nOct 3\, 2023 01:00 PM\nNov 7\, 2023 01:00 PM\n\nRegister on this link.
URL:https://insourcemg.com/event/pam-group-training-3/
ATTACH;FMTTYPE=image/jpeg:https://insourcemg.com/wp-content/uploads/2023/07/PAM-Horizontal-e1690308885287.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20231002T140000
DTEND;TZID=America/Indiana/Indianapolis:20231002T141500
DTSTAMP:20260501T060531
CREATED:20230811T125759Z
LAST-MODIFIED:20230811T125759Z
UID:40008-1696255200-1696256100@insourcemg.com
SUMMARY:10-Minute Mondays: Year-End Planning
DESCRIPTION:Webinar Information:\nAttention – there is no dial-in for this webinar.\nAudio will stream through your computer speakers or mobile device. Please adjust the volume as needed.\nIf you don’t have speakers\, you may be able to hear the webinar by plugging in headphones.\nFor best audio experience\, please allow Flash on your browser. ON24 recommends these web browsers: Firefox\, Chrome\, IE11.\nAll questions should be sent via the Q&A chat window. \nRegister for on or all of the 10 Minute Mondays webinars on this link >>. \nSpeaker\nMatthew Fitch\, J.D.\,* CLU\nDirector\, Advanced Planning\nPrudential Financial\, Inc. \nMatt is a Director in the Advanced Planning group of Prudential’s Individual Solutions Group. He has extensive experience in creative case design and concept illustration. Matt is highly proficient with wealth transfer and leveraged gifting strategies\, along with a full range of financing arrangements. \nPrior to joining Prudential\, Matt spent several years on The Hartford’s Advanced Marketing team\, consulting on high-end cases. He received his law degree from the UConn School of Law. \n*Not in the practice of law for Prudential.
URL:https://insourcemg.com/event/10-minute-mondays-year-end-planning/
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BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20230918T140000
DTEND;TZID=America/Indiana/Indianapolis:20230918T141500
DTSTAMP:20260501T060531
CREATED:20230811T125358Z
LAST-MODIFIED:20230811T131135Z
UID:40006-1695045600-1695046500@insourcemg.com
SUMMARY:10-Minute Mondays: Innovations in Life Insurance
DESCRIPTION:Webinar Information:\nAttention – there is no dial-in for this webinar.\nAudio will stream through your computer speakers or mobile device. Please adjust the volume as needed.\nIf you don’t have speakers\, you may be able to hear the webinar by plugging in headphones.\nFor best audio experience\, please allow Flash on your browser. ON24 recommends these web browsers: Firefox\, Chrome\, IE11.\nAll questions should be sent via the Q&A chat window. \nRegister for one or all of the 10 Minute Mondays webinars on this link >>. \nSpeaker\nJoseph Pedersen CIMA®\, MBA\nDirector\, Investment and Variable Product Distribution Individual Life Insurance\nPrudential Financial\, Inc.\nJoe Pedersen is director\, Investment and Variable Product Distribution\, in Prudential’s Individual Life Insurance business. In this role\, he is an advocate and champion for Prudential’s variable life insurance products and their investment options. Pedersen works with Prudential’s internal and external sales forces across all distribution channels to convey the value proposition\, position the product and integrate the investment story. He also collaborates with Marketing\, Sales Training\, Product Management and Global Communications. In addition\, he works with the asset management firms who have portfolios within Prudential’s variable product lineup to leverage their resources and thought leadership.
URL:https://insourcemg.com/event/10-minute-mondays-innovations-in-life-insurance/
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BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20230912T110000
DTEND;TZID=America/Indiana/Indianapolis:20230912T120000
DTSTAMP:20260501T060531
CREATED:20230807T132808Z
LAST-MODIFIED:20230807T145303Z
UID:39989-1694516400-1694520000@insourcemg.com
SUMMARY:Goldman Sachs Economic Outlook
DESCRIPTION:Do you got your finger and everything wow OKWhen we started 2023\, the key question on investors’ minds was whether inflation could be reversed without triggering a recession. So far\, all signs point to yes. \nAs we near the end of the year\, we have invited Chris Coyne\, Vice President\, Global Markets Division at Goldman Sachs\, back to brief us on Goldman’s outlook for where the U.S. economy goes from here. \nRegister on this link >>
URL:https://insourcemg.com/event/goldman-sachs-economic-outlook/
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BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20230907T110000
DTEND;TZID=America/Indiana/Indianapolis:20230907T110000
DTSTAMP:20260501T060531
CREATED:20230814T161945Z
LAST-MODIFIED:20230814T162149Z
UID:40025-1694084400-1694084400@insourcemg.com
SUMMARY:How to Position LTC in an Executive Bonus Plan
DESCRIPTION:Join InSource and Nationwide’s Matt Redick for a discussion on how to position LTC in an executive bonus plan. We’ll explore product and design variations and their taxable impact to the business and employee. With multiple states considering legislation for state LTC programs\, now is the time to reach out to business owners on this topic.
URL:https://insourcemg.com/event/how-to-position-ltc-in-an-executive-bonus-plan/
ATTACH;FMTTYPE=image/jpeg:https://insourcemg.com/wp-content/uploads/2018/01/Nationwide.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20230905T130000
DTEND;TZID=America/Indiana/Indianapolis:20230905T130000
DTSTAMP:20260501T060531
CREATED:20230725T165529Z
LAST-MODIFIED:20230725T181507Z
UID:39894-1693918800-1693918800@insourcemg.com
SUMMARY:PAM Group Training
DESCRIPTION:Join us the 1st Tuesday of each month for a small-group training session on the Portal for Asset Management\, a.k.a. PAM\, with David Perkins of Luma Financial Technologies. PAM assists you in discovering the most suitable products for your clients through innovative data modeling\, insights\, and comparison features. It is also our annuity order entry system and a superior alternative to paper applications. Whether you join us one time or for multiple sessions\, this training opportunity will help improve your proficiency with PAM and help streamline your overall annuity business.\n\n\n\nDates & Times:\n\n\n\n\n\nSep 5\, 2023 01:00 PM\nOct 3\, 2023 01:00 PM\nNov 7\, 2023 01:00 PM\n\n\n\n\n\n\nRegister on this link.
URL:https://insourcemg.com/event/pam-group-training-2/
ATTACH;FMTTYPE=image/jpeg:https://insourcemg.com/wp-content/uploads/2023/07/PAM-Horizontal-e1690308885287.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20230821T140000
DTEND;TZID=America/Indiana/Indianapolis:20230821T141500
DTSTAMP:20260501T060531
CREATED:20230811T125043Z
LAST-MODIFIED:20230811T130757Z
UID:39999-1692626400-1692627300@insourcemg.com
SUMMARY:10 Minute Mondays: Revisiting the Mirrored Loan Strategy
DESCRIPTION:Webinar Information:\nAttention – there is no dial-in for this webinar.\nAudio will stream through your computer speakers or mobile device. Please adjust the volume as needed.\nIf you don’t have speakers\, you may be able to hear the webinar by plugging in headphones.\nFor best audio experience\, please allow Flash on your browser. ON24 recommends these web browsers: Firefox\, Chrome\, IE11.\nAll questions should be sent via the Q&A chat window. \nRegister for one or all of the 10 Minute Mondays webinars on this link >>. \nSpeaker\nMichael G. Connell\, CLU®\, ChFC®\nDirector\, Advanced Planning\nPrudential Financial\, Inc.\nMichael is the newest member of Prudential’s Advanced Planning team\, with almost 30 years’ experience in the life insurance industry. Mike has a wide range of knowledge in structuring solutions for estate and business owner planning. Prior to joining Prudential\, he did personal production\, led advanced planning at a brokerage general agency\, managed life insurance premium lending at Credit Suisse\, and held numerous sales and marketing positions during his 15 years at ING. Mike graduated from Babson College.
URL:https://insourcemg.com/event/10-minute-mondays-revisiting-the-mirrored-loan-strategy/
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