Dive into the practical aspects of integrating annuities into your financial planning with Jackson National’s session, “Modeling Annuities within a Fintech Platform.” This presentation is designed to show financial advisors how to effectively utilize fintech tools to model and manage annuities, enhanc , ...

Join us for our next iteration of ESI’s Meet the Strategist series, joining us this time is our partners from Frontier Asset Management. Come and listen to what makes Frontier different from other strategists. Learn about Frontier and their 4 Ps: People, Philosophy, Process and Performance. The Core of their Inve , ...

As we head into Retirement and Pension planning season join us for an insightful call from our partners at Envestnet and Empower. For ESI reps new to the space and for experienced reps that may not be aware of the opportunities within the qualified retirement plan space. Did you know that only 53% of US workers have ac , ...

Explore the evolving landscape of Artificial Intelligence in the financial sector with Prudential’s insightful session, “Staying in Charge: Understanding AI’s Implications for Wealth Managers.” This webinar will cover critical aspects of AI technology, highlighting both opportunities and challen , ...

Join us for an insightful session on “Client Perspectives,” presented by Mark Paulson, VP of Hedging at Allianz. This webinar will explore the transformative impact of annuities on client portfolios through four hypothetical scenarios. Learn how annuities can provide guaranteed income, mitigate longevity ri , ...