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10 events found.

Events

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  • December 2021

  • Tue 14

    North American “Balanced Accumulation: Finding the right mix of growth potential and protection”

    December 14, 2021 @ 12:00 pm - 1:00 pm

    North American's most popular tool now new and improved! Join us to walk through how the brochure can help your clients understand how a fixed index annuity (FIA) might play […]

  • January 2022

  • Wed 5

    8 Risks to Retirement series: Market Risk

    January 5, 2022 @ 4:00 pm - 4:45 pm

    Understanding the risks to retirement—and how to successfully navigate them—is a critical part of financial planning. In each 45-minute session, you will learn about a type of risk that can […]

  • Wed 19

    8 Risks to Retirement series: Inflation and Longevity Risk

    January 19, 2022 @ 8:00 am - 5:00 pm

    Understanding the risks to retirement—and how to successfully navigate them—is a critical part of financial planning. In each 45-minute session, you will learn about a type of risk that can […]

  • February 2022

  • Wed 2

    8 Risks to Retirement series: Sequence of Returns Risk

    February 2, 2022 @ 8:00 am - 5:00 pm

    Understanding the risks to retirement—and how to successfully navigate them—is a critical part of financial planning. In each 45-minute session, you will learn about a type of risk that can […]

  • Wed 16
    8-Risks1

    8 Risks to Retirement series: Morbidity Risk

    February 16, 2022 @ 4:00 pm - 4:45 pm

    Understanding the risks to retirement—and how to successfully navigate them—is a critical part of financial planning. In each 45-minute session, you will learn about a type of risk that can […]

  • March 2022

  • Wed 2
    8-Risks1

    8 Risks to Retirement series: Decumulation Risk

    March 2, 2022 @ 4:00 pm - 4:45 pm

    Understanding the risks to retirement—and how to successfully navigate them—is a critical part of financial planning. In each 45-minute session, you will learn about a type of risk that can […]

  • Wed 9

    Ask for Introductions Without Pushing or Begging

    March 9, 2022 @ 12:00 pm - 1:00 pm

    If you aren’t asking your current clients for referrals, you’re probably sitting on an opportunity goldmine, but asking for referral introductions can feel awkward. In this webinar, Bill will cover […]

  • Wed 9
    8-Risks1

    8 Risks to Retirement series: Legislative Risk

    March 9, 2022 @ 4:00 pm - 4:45 pm

    Understanding the risks to retirement—and how to successfully navigate them—is a critical part of financial planning. In each 45-minute session, you will learn about a type of risk that can […]

  • Mon 14

    Life Insurance in Retirement Planning: A 10-Minute Monday event from Prudential

    March 14, 2022 @ 12:00 pm - 12:10 pm

    Life Insurance in Retirement Planning hosted by Brett Berg, Vice President, Advanced Planning Monday, March 14 at 12 p.m. ET/9 a.m. PT

  • Mon 28

    Intra-Family Loan Strategy: A 10-Minute Monday event from Prudential

    March 28, 2022 @ 12:00 pm - 12:10 pm

    Intra-Family Loan Strategy hosted by Vicente Pina, Director, Advanced Planning Monday, March 28 at 12 p.m. ET/9 a.m. PT  

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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.

 

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

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