WEBINARS

When you are pressed for time, you can still get the training you need in quick bursts.  Most of our webinars are 30-45 minutes. 

UPCOMING WEBINARS

PRE-RECORDED WEBINARS

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NEW NAIC & DOL RULING:
WHAT YOU NEED TO DO NOW

March 3 at 2:30 pm EST

UMS welcomes Annuity Insider and Chief Advocate Kim O'Brien. Kim has been working directly with regulators and elected officials on the rules and regulations that will impact you in 2021.


Many of you know that while the DOL Rule did not go forward, the NAIC has been revising its standards to include much of the language from the DOL Rule into every day business. What does that mean for you? Should you be worried? NO! UMS is Always There for You!
 

Kim will give you hands-on information about the new NAIC Annuity Best Interest requirements and update you on how to protect more clients with fixed annuities and maintain consumers FREEDOM TO CHOOSE their insurance expert and the annuity that best meets their financial needs! Join us on this exclusive webinar. 

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GAINING NEW CLIENTS - HOW TO START THE LTC
CONVERSATION

March 2 at 2:00 pm EST

Do you skip out on the long term care conversation? It can be a difficult conversation to have but an important one. Your clients need you to be brave enough to bring it up!

Many people are thinking about their future during this unprecedented time and it may be a great opportunity to check in with them to see if they are on the right track to meet their goals. During this webinar, Tricia will be reviewing with you:

  • Ways to connect with clients

  • Who to contact right now about LTC

  • Bringing up Long Term Care solutions in the conversation

  • Ways to included Linked Benefits options

RECORDED WEBINARS

Defending Retirement &
Client Legacy from Taxes
Overfunded IUL
UMS Day
Retirement Has Arrived in NY: 
Income is Here
Conversations with Clients:
The Living Benefits Talk

UPCOMING WEBINARS

Register Now