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AIN Events

Conference calls, home office training and webinars offered exclusively to AIN Member Firms

AIN Events: The View from DC and the States with Finseca

To say that there is a lot going on from a regulatory and legislative perspective would be a significant understatement. The Federal and State government agencies that set the regulatory and legislative agenda for the financial services industry continue their work on multiple fronts as 2023 gets underway. Join AIN as we welcome Armstrong Robinson, Chief Advocacy Officer at Finseca, for a session that is both retrospective and prospective to talk through the impacts from 2022 and additional changes we may see in the current year. Subjects to be discussed include:

  • Important events from 2022, including the election and what it means for our industry and the passage of Secure 2.0
  • The Federal Regulatory agenda: Where are we likely to see changes that will impact our industry
  • The state-level view: An update on LTC-focused legislation and other topics at the state level
  • New York Reg 187 update: What happens now that the final appeal has concluded and the regulation has been reinstated
     
    Click here to register!

Thanks for Joining! AIN Events: Whole Life Through the Lens of a UL Believer

Thanks to all who joined us for the recent three-part series, Whole Life Through the Lens of a UL Believer with Bobby Samuelson, sponsored by MassMutual and New York Life! This was one of the highest attended and rated events in AIN history!

For those of you who happened to miss the broadcasts, not to worry! You can find the recordings for all three sessions below, just as many of your peers across the Membership already have.

More on the Series…

Given that today’s regulatory and market conditions strongly favor Whole Life from a policy performance and value proposition perspective, we know that now is the right time to close this gap and become an expert.

In this three-part series, Bobby Samuelson, Executive Editor of The Life Product Review, dives into ways you can sharpen your skills when it comes to discussing, illustrating, and positioning Whole Life with advisors.

Check out the recordings of the three-part series below to learn more about how you can become a Whole Life expert through enlisting the help of an independent third party, using products you are comfortable with as the foundation for understanding Whole Life, and focusing on mastering the category before investigating the current products on a deeper level.

AIN Events: The Periodic Table of Investments

What is the Periodic Table of Investments? It’s more than a play on the Periodic Table of Elements you remember from High School Chemistry! Presented by Joe Ross, Vice President, Sales Productivity & Business Development at AIG Financial Distributors, it’s the context for a discussion of the increasingly diverse universe of indices and crediting strategies available in today’s IUL Market. Watch the recording below to dig into:

• Understanding volatility and its impact on Indexed UL products & volatility control indices
• How Indexed UL “contradicts” Modern Portfolio Theory, a foundational element of asset management many advisors subscribe to
• The impact of volatility control on both the contribution and distribution phases
• The case for diversifying among indices in an Indexed UL

You’ll also see some cutting-edge virtual meeting technology deployed by Joe as he conducts trainings on behalf of AIG, as well as the content library he has developed.

Click to Watch The Periodic Table of Investments Recording

AIN Events: Whole Life Through the Lens of a UL Believer

In a deliciously ironic twist, the product that is likely the least understood across third-party distribution is also one of the oldest types of life insurance: Whole Life

That’s right, unless you came up through a career agency system or have taken it upon yourself to invest the time to become an expert on your own, Whole Life may be the product you are least comfortable discussing, illustrating and positioning with advisors.

Given that today’s regulatory and market conditions strongly favor Whole Life from a policy performance and value proposition perspective, now is the right time to close this gap and become an expert.

The only question is how to quickly become a Whole Life expert?

We think there are three key ingredients:

  • Enlist the help of an independent third party
  • Use the products we are comfortable with as the foundation for understanding Whole Life
  • Focus on mastering the category before investigating the current products on a deeper level

We’ll do just that as we welcome Bobby Samuelson, Executive Editor of The Life Product Review, to join us for a three part series: Whole Life Through the Lens of a UL Believer, sponsored jointly by MassMutual Strategic Distributors and New York Life.

Register for all three unique sessions of this three part series using the links below:

SCHEDULED TO APPEAR…

BOBBY SAMUELSON
EXECUTIVE DIRECTOR
THE LIFE PRODUCT REVIEW

Bobby is the Executive Editor of The Life Product Review, the industry’s best source for independent and objective life insurance product intelligence. He regularly presents at major industry and corporate events. He has also authored and co-authored numerous articles appearing in publications such as Trusts and Estates and has been quoted in the Wall Street Journal.

Bobby is also the President of Life Innovators, an independent product development firm helping life insurers create, implement and distribute unique and differentiated life insurance and annuity products.

Previously, Bobby was the Senior Vice President and Head of Product Development for life insurance and annuities at Brighthouse Financial. Prior to joining MetLife in 2013, he was an independent consultant to life insurers, distributors and advisors. He is the third generation of his family to work in the life insurance industry.