Live Conversations. Practical Strategies.

Whether you’re navigating complex planning strategies or exploring advanced options, we can guide you through the opportunities that go beyond the basics. Our sessions are designed to elevate the way agents approach client strategies, shifting them from product-focused discussions to thoughtful, strategy-driven planning. Each session offers insights you can use immediately, helping you engage clients with clarity, confidence, and purpose. We’re looking forward to see you.

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Upcoming Webinars and Events

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Featured strategy session

Wednesday, March 25 at 10:00AM PST

Inside Stream: A Smarter Way to Use Premium Finance

How are you helping high earners pursue tax-free income when traditional strategies fall short?

In this session, the Inside Stream team will show you how to introduce a no-collateral premium finance strategy that helps high earners pursue tax-free income without locking up liquidity or adding complexity.

Join Richard DeSantis, CEPA, Director of Internal Sales at Stream, as he breaks down how the strategy works and how to confidently bring it into client conversations.

    • Where Stream came from and how it simplifies traditional premium finance

    • Why Stream never requires collateral, and why that matters to your clients

    • How Stream adds leverage to life insurance designed for income

    • Ways to increase death benefit for clients with estate tax concerns

    • Why this strategy fits HENRYs (high earners, not rich yet), physicians, athletes, and other high earners looking for tax-free income

    • Walk through real client case studies

    • Get a live look inside the agent portal and process

    • Ask questions during an open Q&A focused on real-world implementation

Past Webinar Recordings

RECORDED: February 11, 2026 at 10AM PT

The LTC Strategy Shift That’s Changing Client Engagement

Hosted by Jen Wagoner, OneAmerica.

Most long-term care conversations don’t break down because of cost. They break down because of how the conversation starts.

High-net-worth clients don’t respond to fear-based messaging, outdated framing, or product-first discussions. When LTC is positioned incorrectly, clients disengage, defer decisions, or avoid the topic altogether—before real planning can even begin.

    • Why traditional LTC conversations fail to resonate with HNW clients

    • How to position asset-based LTC without fear-based selling

    • Where advisors are unintentionally losing client engagement

    • How to shift the conversation to uncover meaningful planning opportunities

    • Financial advisors working with high-net-worth families

    • Advisors incorporating or exploring asset-based LTC strategies

    • Professionals looking to elevate client conversations beyond product discussions

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Legacy isn’t built by chance, it’s built by design. 💡 These 3 strategies help you protect what matters, grow your financial foundation, and pass on a legacy that lasts. Start planning for the next generation today. . . . #MultiGenerat
“This wasn’t about gifting for today. It was about designing flexibility for tomorrow.” 👉 Read more on the Wealth Blog (link in bio) . . . #QuietWealth #WealthPlanning #FinancialStrategies #AdvisorLife #FinancialAdvisors
🏇🌟 Happy Lunar New Year from the Watermark Team! 🌟🏇 At Watermark, we’re inspired by the Horse’s drive and spirit, reminding us to help families stay prepared, protect their futures, and move confidently toward what’s ahead. .
No family should be worrying about money in the middle of a crisis. The recent situation with James Van Der Beek’s family shines a light on a difficult reality: a serious health challenge can quickly become a financial one if smart planning is
🚨 Stop waiting and start important conversations today. Some of the best planning conversations don’t start with age, they start with life events. From business growth to family changes, these moments create real urgency and real opportuniti
Love is about more than today, it’s about creating a future of security and peace of mind for those you cherish most. This Valentine’s Day, make a lasting impact with the plans that protect what matters. . . . #ValentinesDay #ProtectionMa
“The strongest form of love isn’t spontaneous. It’s strategic.” 👉 Read more on the Wealth Blog (link in bio) . . . #QuietWealth #WealthPlanning #FinancialStrategies #AdvisorLife #FinancialAdvisors
LOVE is… planning ahead, intentionally. 🤍 Valentine’s Day is a natural time to revisit what protection really means, not from fear, but from purpose. Life insurance, when designed intentionally, becomes one of the most versatile tool