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.

Register for a session or event below!

Upcoming Sessions & Events

  • What’s Your Retirement Really Worth?

    In-person luncheon on Social Security & retirement planning—clear, practical insights advisors can use.

    📍 Posto 896, Encino
    🗓 Wednesday, June 3 | 12:00–1:30 PM

    Learn key strategies, avoid common misconceptions, and strengthen client conversations.

    🎓 Earn 21 free CE credits for CA life insurance license!


    Limited seats—register early.

    Click here to register!

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High-net-worth clients don’t respond to fear-based messaging, outdated framing, or product-first discussions.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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Grateful for such a meaningful afternoon at our “Secure Your Future: Smart Strategies for Long-Term Care” luncheon. 🤍⁠ ⁠ Thank you to everyone who joined us, shared insights, asked thoughtful questions, and contributed to such an engagin
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