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Training & Events Calendar

Browse our calendar of carrier-sponsored and exclusive training opportunities. Each month, Senior Market Sales offers several webinars and live training events. For more information about agent training, please call 1.800.786.5566.

California and/or Nevada Resident Opt-Out Form

Under the CCPA, California and Nevada consumers have the right to opt-out of having their personal information sold.

Full Experience

See Income Architech In Action in action.

Demo

See Income Architech In Action in action.

Help Clients Avoid the Retirement Tax Trap

Help clients avoid the retirement trap. The complex interaction of various tax rules often lurks below the surface and goes unnoticed.

Design Smart Social Security Decisions

Design Smart Social Security Decisions. Many retirees fail to maximize the full potential of what Social Security can do for them. 

Addressing Retirement Risks With Your Clients

Addressing Retirement Risks With Your Clients. Longevity, inflation, market volatility and
health care are four major challenges that many people will need to deal with during their retirement.

Making Sense of Roth IRA Conversions

Making Sense of Roth IRA Conversations. Here are some benefits of a Roth that may appeal to your retirement-age clients. Long-term tax benefits, tax diversification, no lifetime distributions, social security taxation, and tax-free legacy are some of the reasons to consider a Roth.