Weekly Advisor Newsletter
Recent Carrier & Product Updates
Life Insurance
This Weeks Highlights
Year-End Deadlines
10 Cyber Security Questions to Consider
October is Cyber Security Awareness Month. Protecting and preserving the things that have made your organization successful starts with understanding what makes it vulnerable. Check out ten questions that every business leader should consider when it comes to their organization's cyber security.

John Hancock Business Analyzer
Business owners and executives have several non-qualified plan options when it comes to funding their retirement and addressing estate planning and buy/sell objectives. With the Business Analyzer tool, you can help your business-owner clients determine which option may be best by answering questions based on their individual planning objectives

Paul Allen's $26 Billion Estate Will Take Years to Unravel
Bloomberg, October 18, 2018

The Microsoft Corp. co-founder spent more than three decades outside the software company, amassing a variety of business and philanthropic endeavors. But important questions loom about which of his assets are likely to be liquidated.

Upcoming Webinars
November 1, 2018 @ 11:30 AM EDT
Genworth Cost of Care

Genworth will share results of the 15th annual Cost of Care survey. This will include a deeper look into
the trends, some of the drivers and activity behind the costs, as well as a review of the enhancements to the digital tool and how it can be used for having the conversation about planning for long term care. 

November 6, 2018 @ 10:30 AM CST
In Search of..... Highest Annuity Guarantees

Given the high level of confusion among consumers when it comes to annuities, today's agents and advisors must be prepared to educate clients about the features and benefits associated with each type available. To help with that, CANNEX has released a new study that looks at the minimum guarantee provided by different types of annuities: income annuities. FIA's with GLWBs and VAs with GLWBs.

November 13, 2018 @ 10:00 AM CST
Charitable Planning with Legacy Tree Foundation

Legacy Tree offers a helpful strategy for charitable planning that is an ideal addition to your financial practice. This webinar will give you an overview of this strategy just in time for end-of-year client tax planning.

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