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
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Inside Stream: A Smarter Way to Use Premium Finance
📅 Date: Wed, March 25 at 10AM PT |📍 Virtual Event
When traditional strategies no longer deliver, where do high earners turn for tax-free income?
Join Richard DeSantis, CEPA, Director of Internal Sales at The Stream Plan, for a clear breakdown of the strategy and practical guidance on how to position it with clients.
Who Should Attend: Open to all advisors, with a focus on those who have maximized traditional life insurance strategies.
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Secure Your Future: Smart Strategies for Long-Term Care
📅 Date: Tues, May 19 at 11AM PT
📍 Location:
Paul Martin's American Grill
534 Spectrum Center Drive
Irvine, CA 92618Join Watermark Life and leading industry experts for an education-first luncheon designed to spark meaningful conversations around long-term care planning. Advisors and agents are encouraged to bring a client, share perspectives, and connect with peers in a collaborative setting.
Who Should Attend:
Estate planning attorneys, financial advisors, CPAs – and their clients!
Featured Strategy Session
Featured strategy sessionWednesday, 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.
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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
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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.
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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
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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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