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DTSTART;TZID=America/Indiana/Indianapolis:20240401T140000
DTEND;TZID=America/Indiana/Indianapolis:20240401T141500
DTSTAMP:20260503T045015
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:20260503T045015
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:20260503T045015
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:20260503T045015
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:20260503T045015
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:20260503T045015
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20240122T140000
DTEND;TZID=America/Indiana/Indianapolis:20240122T140000
DTSTAMP:20260503T045015
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20231107T130000
DTEND;TZID=America/Indiana/Indianapolis:20231107T130000
DTSTAMP:20260503T045015
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20231106T140000
DTEND;TZID=America/Indiana/Indianapolis:20231106T141500
DTSTAMP:20260503T045015
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20231101T140000
DTEND;TZID=America/Indiana/Indianapolis:20231101T150000
DTSTAMP:20260503T045015
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20231016T140000
DTEND;TZID=America/Indiana/Indianapolis:20231016T141500
DTSTAMP:20260503T045015
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20231003T130000
DTEND;TZID=America/Indiana/Indianapolis:20231003T130000
DTSTAMP:20260503T045015
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:20260503T045015
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20230918T140000
DTEND;TZID=America/Indiana/Indianapolis:20230918T141500
DTSTAMP:20260503T045015
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20230912T110000
DTEND;TZID=America/Indiana/Indianapolis:20230912T120000
DTSTAMP:20260503T045015
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/
ATTACH;FMTTYPE=image/png:https://insourcemg.com/wp-content/uploads/2023/08/webinar-image-e1691415233186.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20230907T110000
DTEND;TZID=America/Indiana/Indianapolis:20230907T110000
DTSTAMP:20260503T045015
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:20260503T045015
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:20260503T045015
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/
ATTACH;FMTTYPE=image/png:https://insourcemg.com/wp-content/uploads/2018/09/prudential.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20230801T130000
DTEND;TZID=America/Indiana/Indianapolis:20230801T130000
DTSTAMP:20260503T045015
CREATED:20230725T164933Z
LAST-MODIFIED:20230725T181833Z
UID:39892-1690894800-1690894800@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. \nWhether 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.\nDate & Time:\nAug 1\, 2023 01:00 PM\nSep 5\, 2023 01:00 PM\nOct 3\, 2023 01:00 PM\nNov 7\, 2023 01:00 PM \nRegister on this link.
URL:https://insourcemg.com/event/pam-group-training/
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:20230727T110000
DTEND;TZID=America/Indiana/Indianapolis:20230727T110000
DTSTAMP:20260503T045015
CREATED:20230717T192304Z
LAST-MODIFIED:20230717T192930Z
UID:39827-1690455600-1690455600@insourcemg.com
SUMMARY:Allianz ABC & 222: An Overview and Refresher
DESCRIPTION:Allianz fixed index annuities saw a lot of change throughout 2022\, and their top two products—Allianz Benefit Control® Annuity and Allianz 222® Annuity— were no exception. From the Index Lock enhancements to MY point-to-point crediting\, offering the ability to lock it in and “go again\,” there was a lot to take in. To help set you and your clients up for the remainder of the year\, we’re hosting a webinar refresher to go over innovative features including: \n\nIndex Lock to provide your clients with more control\nMY point-to-point crediting\, which offers higher participation rates without the long wait\nWebsite reports and tools to help with your client follow-ups\n\nJoin us for a refresher on the Allianz Benefit Control® Annuity and Allianz 222® Annuity\, led by Dylan Dresel and Charlie Greywitt of Allianz at 11:00am ET on July 27th\, 2023. \nRegister via this link.
URL:https://insourcemg.com/event/allianz-abc-222-an-overview-and-refresher/
ATTACH;FMTTYPE=image/png:https://insourcemg.com/wp-content/uploads/2019/08/allianz_175x51.png
ORGANIZER;CN="Meghan Eddy":MAILTO:meghan.eddy@insourcemg.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20230607T110000
DTEND;TZID=America/Indiana/Indianapolis:20230607T110000
DTSTAMP:20260503T045015
CREATED:20230523T165134Z
LAST-MODIFIED:20230523T165134Z
UID:39721-1686135600-1686135600@insourcemg.com
SUMMARY:Comparing Reimbursement vs. Indemnity LTC Policies
DESCRIPTION:In this informative webinar\, led by Brad Shepard of OneAmerica\,  you’ll learn the differences between reimbursement and indemnity long-term care policies\, as well as how to address questions\, such as:\n1) What happens at claims time?\n2) What are the tax responsibilities of the insurance carrier\, the policyowner\, and the informal caregiver (i.e.\, family/friends)?\n3) Which style of policy is the most effective and efficient for clients?
URL:https://insourcemg.com/event/comparing-reimbursement-vs-indemnity-ltc-policies/
ATTACH;FMTTYPE=image/jpeg:https://insourcemg.com/wp-content/uploads/2018/01/OneAmerica-150x150-1.jpg
ORGANIZER;CN="Meghan Eddy":MAILTO:meghan.eddy@insourcemg.com
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20230517
DTEND;VALUE=DATE:20230519
DTSTAMP:20260503T045015
CREATED:20230328T205802Z
LAST-MODIFIED:20230328T205928Z
UID:39485-1684281600-1684454399@insourcemg.com
SUMMARY:2023 Back on Track Advisor Summit
DESCRIPTION:Join us for our 2023 Back on Track Advisor Summit at OneAmerica Tower in Indianapolis! \nInSource will provide up to 2 complimentary nights at the Sheraton Indianapolis City Centre Hotel\, meals (as indicated below on agenda)\, and shuttle service to and from the Indianapolis Motor Speedway. Other transportation costs\, including airfare\, car rental\, Uber/Lyft\, and parking are the attendee’s responsibility.  \nDates\nWednesday\, May 17\, 2023\nThursday\, May 18\, 2023 (Day #2 is optional)
URL:https://insourcemg.com/event/2023-back-on-track-advisor-summit/
LOCATION:OneAmerica Tower\, 1 American Square\, Indianapolis\, IN\, 46282\, United States
ATTACH;FMTTYPE=image/png:https://insourcemg.com/wp-content/uploads/2023/03/LinkedIn_-Back-on-Track.png
ORGANIZER;CN="Meghan Eddy":MAILTO:meghan.eddy@insourcemg.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20230516T130000
DTEND;TZID=America/Indiana/Indianapolis:20230516T130000
DTSTAMP:20260503T045015
CREATED:20230403T235447Z
LAST-MODIFIED:20230403T235447Z
UID:39529-1684242000-1684242000@insourcemg.com
SUMMARY:Life insurance and early cancer detection: How our industry can expand access to life-changing technology
DESCRIPTION:Join leaders from John Hancock and GRAIL to explore the science behind Galleri® — a multi-cancer\, early detection test — and discuss why the life insurance industry is well positioned to make this groundbreaking test more accessible. John Hancock was the first carrier to make Galleri available to policyholders\, and recently expanded access to all eligible Vitality PLUS customers. In this interactive session on Tuesday\, May 16 at 1:00 p.m. ET\, we’ll cover: \nWhat the Galleri test is and how it works\nWhy GRAIL sought out John Hancock to help expand access to the technology\nHow John Hancock is making Galleri available to life insurance customers\, including your clients\nHow you can leverage access to the Galleri test during sales conversations
URL:https://insourcemg.com/event/life-insurance-and-early-cancer-detection-how-our-industry-can-expand-access-to-life-changing-technology/
ATTACH;FMTTYPE=image/jpeg:https://insourcemg.com/wp-content/uploads/2018/01/John-Hancock-150x150-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20230502T110000
DTEND;TZID=America/Indiana/Indianapolis:20230502T110000
DTSTAMP:20260503T045015
CREATED:20230316T012140Z
LAST-MODIFIED:20230316T012140Z
UID:39377-1683025200-1683025200@insourcemg.com
SUMMARY:Kai-Zen: Built for the Rising Interest Rate Environment
DESCRIPTION:The current economic conditions are exactly what Kai-Zen was built for. Kai-Zen is the only strategy that provides your clients with the opportunity to add up to 3 times more money to fund a cash-accumulating life insurance policy that is designed to minimize expenses and maximize their potential for accumulation. Learn more about why Kai-Zen is built to weather higher interest rates in this\, the second of our 2-part series.
URL:https://insourcemg.com/event/kai-zen-built-for-the-rising-interest-rate-environment/
ATTACH;FMTTYPE=image/png:https://insourcemg.com/wp-content/uploads/2022/08/Kai-Zen-Logo-e1664217284741.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20230425T110000
DTEND;TZID=America/Indiana/Indianapolis:20230425T110000
DTSTAMP:20260503T045015
CREATED:20230316T012347Z
LAST-MODIFIED:20230316T012347Z
UID:39379-1682420400-1682420400@insourcemg.com
SUMMARY:Kai-Zen: Tax-Efficient Retirement -or- Wealth Transfer Strategy
DESCRIPTION:Kai-Zen has two primary uses. \n1) The first and most common is for high income earners\, ages 25-60\, who are interested in producing 60-100% more retirement income potential using leverage\, but without loan documents\, credit checks\, collateral\, personal guarantees\, or interest payments.\n2) The second opportunity is for your senior clients who would be interested in using some of their wealth today to put a plan in place for their adult children. \nRegister for this event to learn more about Kai-Zen and review a case study of each of these scenarios.
URL:https://insourcemg.com/event/kai-zen-tax-efficient-retirement-or-wealth-transfer-strategy/
ATTACH;FMTTYPE=image/png:https://insourcemg.com/wp-content/uploads/2022/08/Kai-Zen-Logo-e1664217284741.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20230417T140000
DTEND;TZID=America/Indiana/Indianapolis:20230417T141500
DTSTAMP:20260503T045015
CREATED:20230208T163024Z
LAST-MODIFIED:20230208T163756Z
UID:39191-1681740000-1681740900@insourcemg.com
SUMMARY:Estate Planning: The Importance of Portability
DESCRIPTION:Join us for Prudential’s 10-Minute Mondays\, presenting 10-minute overviews on an idea designed to add life to your practice. During the session\, we’ll review the core components of the strategy\, the profile of clients who may benefit\, and a practical application through the lens of a case example. \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\nDonna M. Scalaro\, JD*\nVP\, Advanced Planning\, Individual Solutions Group\, Prudential \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/estate-planning-the-importance-of-portability/
ATTACH;FMTTYPE=image/png:https://insourcemg.com/wp-content/uploads/2018/09/prudential.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20230403T140000
DTEND;TZID=America/Indiana/Indianapolis:20230403T141500
DTSTAMP:20260503T045015
CREATED:20230208T162840Z
LAST-MODIFIED:20230208T163700Z
UID:39188-1680530400-1680531300@insourcemg.com
SUMMARY:Leveraging the Increased Lifetime Gift and Estate Tax Exemption
DESCRIPTION:Join us for Prudential’s 10-Minute Mondays\, presenting 10-minute overviews on an idea designed to add life to your practice. During the session\, we’ll review the core components of the strategy\, the profile of clients who may benefit\, and a practical application through the lens of a case example. \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\, Prudential 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/leveraging-the-increased-lifetime-gift-and-estate-tax-exemption/
ATTACH;FMTTYPE=image/png:https://insourcemg.com/wp-content/uploads/2018/09/prudential.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20230320T140000
DTEND;TZID=America/Indiana/Indianapolis:20230320T141500
DTSTAMP:20260503T045015
CREATED:20230208T162612Z
LAST-MODIFIED:20230208T163933Z
UID:39183-1679320800-1679321700@insourcemg.com
SUMMARY:Planning with Illiquid Assets
DESCRIPTION:Join us for Prudential’s 10-Minute Mondays\, presenting 10-minute overviews on an idea designed to add life to your practice. During the session\, we’ll review the core components of the strategy\, the profile of clients who may benefit\, and a practical application through the lens of a case example. \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\nBrett Berg\, J.D.\,* LL.M.\, CLU®\, ChFC®\nVice President\, Advanced Planning\, Prudential Financial\, Inc. \nBrett Berg brings more than 21 years in Advanced Planning. Brett has led the Prudential team and is an industry thought leader and accomplished public speaker in the advanced markets space. He has deep expertise in estate\, charitable\, wealth transfer\, and retirement strategies\, as well as in practice management. \nPrior to joining Prudential\, Brett was a key player in advanced markets\, spending several years at Nationwide\, before switching roles to lead the Advanced Marketing team at The Hartford. \nBrett received his B.A. from Bradley University\, his law degree from Creighton University\, and his LL.M. (Taxation) from Capital University. \nSpecialties: Estate\, Business\, and Charitable Giving Strategies.
URL:https://insourcemg.com/event/planning-with-illiquid-assets/
ATTACH;FMTTYPE=image/png:https://insourcemg.com/wp-content/uploads/2018/09/prudential.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20230309T110000
DTEND;TZID=America/Indiana/Indianapolis:20230309T110000
DTSTAMP:20260503T045015
CREATED:20230213T224118Z
LAST-MODIFIED:20230213T224259Z
UID:39229-1678359600-1678359600@insourcemg.com
SUMMARY:How to Overcome LTC Objections
DESCRIPTION:Although critical to the financial planning process\, proposing long-term care insurance to your clients may be met with various objections. Learn some of the most common objections—and how to overcome them—from Brad Shepard\, Regional Account Director\, at OneAmerica. Do you have a specific objection you’ve heard and are wondering how to navigate it? Type it into the comment box below\, and we will address it during the meeting.
URL:https://insourcemg.com/event/how-to-overcome-ltc-objections/
ATTACH;FMTTYPE=image/jpeg:https://insourcemg.com/wp-content/uploads/2018/01/OA_4c_red-blue-200.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20230306T140000
DTEND;TZID=America/Indiana/Indianapolis:20230306T141500
DTSTAMP:20260503T045015
CREATED:20230208T162454Z
LAST-MODIFIED:20230208T163424Z
UID:39180-1678111200-1678112100@insourcemg.com
SUMMARY:Complete the Dream
DESCRIPTION:Join us for Prudential’s 10-Minute Mondays\, presenting 10-minute overviews on an idea designed to add life to your practice. During the session\, we’ll review the core components of the strategy\, the profile of clients who may benefit\, and a practical application through the lens of a case example. \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\nCharles E. Perrault III\, CFP ®\, CLU ®\, ChFC ®\nDirector\, Advanced Planning\, Prudential 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/complete-the-dream/
ATTACH;FMTTYPE=image/png:https://insourcemg.com/wp-content/uploads/2018/09/prudential.png
END:VEVENT
END:VCALENDAR