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 - Coming Soon!

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High-net-worth clients don’t respond to fear-based messaging, outdated framing, or product-first discussions.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

Follow Us on Instagram

Here's a story most people never hear.⁠ ⁠ In 2022, Apollo, one of the most sophisticated investment firms on the planet, completed a merger with Athene. Athene sells annuities.⁠ ⁠ A firm that now manages roughly $938 billion didn't end up in the annu
June has a lot of awareness months competing for attention. This one pays for itself. Literally.⁠ ⁠ It's National Annuity Awareness Month, and the whole idea behind it is simple: turn savings into a paycheck that doesn't stop when the work does.⁠ ⁠ A
What a turnout yesterday! 🙏⁠ ⁠ Thank you to everyone who joined us at Posto 896 in Encino for our educational luncheon, What Is Your Retirement Really Worth? Cutting through the noise around Social Security and retirement planning takes real convers
One of the quietest advantages in college funding, and most clients never hear it.⁠ ⁠ A parent-owned 529 counts against need-based aid, assessed at up to 5.64 percent. Cash value life insurance generally isn't reported on the FAFSA at all.⁠ ⁠ That do
Graduation season has a way of making the number real.⁠ ⁠ $30,990 a year for an in-state public college. $65,470 for a private one. Over four years, that can stretch past $120,000 or approach $260,000.⁠ ⁠ Most of your clients already know the 529. Fa
In 1973, Jaydev Patel walked into a New York Life office looking for a part-time job until he "found a new job."⁠ ⁠ 50 years later, he's the most successful agent in the company's 178-year history.⁠ ⁠ 5,000+ clients. 30 states. Council Pres
As we spend time with family and loved ones this weekend, we reflect with gratitude on the freedoms their service made possible.⁠ ⁠ Wishing everyone a safe and meaningful Memorial Day weekend.⁠ ⁠ In observance of Memorial Day, our office will be clos
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