Thursday, May 21, 2020 at 3:00pm EST
Annuities in Estate Planning and Strategies for Today’s Environment
Presented by Jackson
Equity Services will be partnering with Jackson to discuss the role of annuities in estate planning, as well as current investment strategies for today’s environment. This call will feature Chris Bogren and Jackson wholesaler Joel Beck.
Click here to join.
Password: 478727
Phone: (646) 558-8656, 92662456468#
Tuesday, May 26, 2020 at 4:30pm EST
ESI Leadership Field Update
Presented by ESI
Please join ESI’s Executive Leadership Team for the second installment of our Field Update series. In this session, we’ll update you on the Firm’s ongoing virtual work environment, sales, platform enhancements, and an outlook on what you can expect from ESI in the coming months.
We also want to take this opportunity to hear from you and answer any questions you may have for ESI’s Leadership Team. Please take this opportunity to help us plan the meeting by submitting your questions to ESIBusinessDevelopment@nationallife.com. The deadline for submissions will be Thursday, May 21st.
Click here to REGISTER.
Wednesday, May 27, 2020 at 2:00pm EST
Goldman Sachs Select: A Liquidity Solution for Your Clients
Presented by Goldman Sachs
Securities-based lines of credit, (SBLOC) allow borrowers to access cash without liquidating their investment portfolios. The portfolio serves as collateral—qualified equities, bonds or funds that are already owned. Principal can be re-paid at any time during the life of the loan—only interest is due monthly. SBLOC may be used for bridge financing, business investments, capital calls, general liquidity, home renovations, real estate, start up funding, tax obligations and tuition. Do you want to learn more? Register below to join the webinar.
Click here to REGISTER.
TC114687(0520)1