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 the SECURE Act Broke and How Smart Advisors Are Fixing It for Clients

    📅 Date: Tuesday, April 28 at 12:30 PM PT

    📍Location:
    Tuscany il Ristorante
    968 S Westlake Blvd #4
    Westlake Village, CA 91361

    Join us for a timely conversation on how top advisors are rethinking IRA planning and turning what used to be a tax problem into a meaningful wealth transfer opportunity.

    Who Should Attend: Advisors working with clients who have sizeable IRA or 401(k) balances they don't need for income, want to be more intentional about tax-efficient wealth transfer, or have legacy goals for children or grandchildren.

    Seating is limited to 10–15 advisors. Reserve your spot early.

    Learn More & Register!

  • Secure Your Future: Smart Strategies for Long-Term Care

    📅 Date: Tuesday, May 19 at 11AM PT

    📍 Location:
    Paul Martin's American Grill
    534 Spectrum Center Drive
    Irvine, CA 92618

    Join 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!

    RSVP & Learn More

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High-net-worth clients don’t respond to fear-based messaging, outdated framing, or product-first discussions.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