Webinars
Take Charge Of Your Expertise
Live and on-demand webinars
Market trends: Pro insights for 2025
It's that time again! Join our very own Patrick Waters, VP of Business Development, for a lively discussion on today's macroeconomic environment and what to expect in the upcoming year. Get a fresh analysis of what to expect in the upcoming Trump presidency, plus walk away with actionable tips to help clients gain more control as we head into 2025! WATCH ON-DEMAND
Solving the Inherited IRA
The SECURE Act did quite a number on inherited IRAs. The good news is that there are smart alternatives that can help generate tax-free income and create a lasting impact for generations. In this short webinar, Nick Lowitt breaks down a simple yet powerful concept to help you differentiate yourself in this $84 trillion marketplace. GET 1:1 PRESENTATION
Creating better outcomes: IUL models for fiduciaries
There are comprehensive planners, and then there are product peddlers. In this short webinar, we'll reveal the unique tax-advantaged strategies that top fiduciaries are using to stand out from the crowd and attract affluent clients. Learn how to integrate indexed universal life the right way - so you can fulfill your fiduciary duty. GET 1:1 PRESENTATION
How to excel at positioning IUL
One of our most popular sessions is back! Join our in-house expert Nick Lowitt to learn how to maximize the full power of IUL to help clients control the uncontrollable. In this timely session, you'll get actionable best practices to easily overcome client objections when talking about IUL. Unlock a simple yet powerful positioning framework proven to convert. GET 1:1 PRESENTATION
Backed by the buffer: Innovative IUL strategies for a risk-laden world
When the market declines during the early years of retirement, your clients don't have the luxury of weathering loss. What's your strategy to help them tackle market volatility, skyrocketing inflation and potential tax hikes? Join Peak Pro's Nick Lowitt and learn how to create a sound buffer account strategy proven to work. GET 1:1 PRESENTATIONPast webinar topics
- AG 49 explained
- Bucket planning
- Business succession planning
- Email marketing
- Executive benefit planning for business owners
- Indexed Investing
- Paid social advertising and lead generation
- Safeguards of indexed universal life (IUL)
- Search engine optimization (SEO)
- The new CSO table and cost analysis
- Variable loans
- Virtual meetings and webinars
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