Skip to content
Phone

888-652-1473       

bdteam@figmarketing.com       

  • Advisor Login
Menu
InSource
  • Home
  • About
    • About InSource
    • Our Commitment to Service
  • Products
    • Annuities
    • Life Insurance
    • Long Term Care
  • Education
    • The Insurance Coach
    • The Learning Center
    • NAIC Suitability Requirements
  • Sales Tools
    • Premier Payroll Deduction Life Program
    • Term Lifextender Program
  • Contact
Close Menu
10 events found.

Events Search and Views Navigation

Event Views Navigation

  • List
  • Month
  • Day
Today
  • March 2023

  • Mon 20
    March 20, 2023 @ 2:00 pm - 2:15 pm

    Planning with Illiquid Assets

    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, […]

  • April 2023

  • Mon 3
    April 3, 2023 @ 2:00 pm - 2:15 pm

    Leveraging the Increased Lifetime Gift and Estate Tax Exemption

    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, […]

  • Mon 17
    April 17, 2023 @ 2:00 pm - 2:15 pm

    Estate Planning: The Importance of Portability

    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, […]

  • Tue 25
    April 25, 2023 @ 11:00 am

    Kai-Zen: Tax-Efficient Retirement -or- Wealth Transfer Strategy

    Kai-Zen has two primary uses. 1) 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, […]

  • May 2023

  • Tue 2
    May 2, 2023 @ 11:00 am

    Kai-Zen: Built for the Rising Interest Rate Environment

    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 […]

  • Tue 16
    May 16, 2023 @ 1:00 pm

    Life insurance and early cancer detection: How our industry can expand access to life-changing technology

    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 […]

  • Wed 17
    May 17, 2023 - May 18, 2023

    2023 Back on Track Advisor Summit

    OneAmerica Tower 1 American Square, Indianapolis, IN, United States

    Join us for our 2023 Back on Track Advisor Summit at OneAmerica Tower in Indianapolis! InSource will provide up to 2 complimentary nights at the Sheraton Indianapolis City Centre Hotel, […]

  • June 2023

  • Wed 7
    June 7, 2023 @ 11:00 am

    Comparing Reimbursement vs. Indemnity LTC Policies

    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: […]

  • July 2023

  • Thu 27
    July 27, 2023 @ 11:00 am

    Allianz ABC & 222: An Overview and Refresher

    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 […]

  • August 2023

  • Tue 1
    August 1, 2023 @ 1:00 pm

    PAM Group Training

    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 […]

  • Previous Events
  • Today
  • Next Events
  • Google Calendar
  • iCalendar
  • Outlook 365
  • Outlook Live
  • Export .ics file
  • Export Outlook .ics file
InSource Logo White

Securities are offered through Barnabas Capital, LLC, a registered broker-dealer, and member of FINRA/SIPC.  Insurance services are provided through InSource, Inc., which is not a member of FINRA/SIPC. Neither Barnabas Capital, LLC or InSource, Inc. provide legal or tax advice.

 

Contact

8275 Allison Pointe Trail, Suite 110
Indianapolis, IN 46250
Phone: 888-652-1473
Email: bdteam@figmarketing.com

© Copyright 2024 – Insource. All Rights Reserved.
Designed for professional financial use only.
Designed by Apis Productions

InSource is a member of:

InSource proudly supports: