Tactical Tuesday | Your Legacy, Your Choice: Beneficiary Designation Life Lessons
2026-09-22 13:00 - 14:00 (America/New_York)
Participate in National Financial Awareness Month and increase your awareness of common life insurance beneficiary mistakes and gain valuable life lessons. In this session we will answer the following questions:

How do assets pass at death?
What are the life insurance policy roles?
What are some beneficiary designation pitfalls to avoid?

1:00pm-2:00pm EDT

Tactical Tuesday | Overview of Non-Qualified Annuity Taxation
2026-10-27 13:00 - 14:00
Commemorate Financial Freedom Month by diving into the tax rules of non-qualified annuities and some common planning issues regarding non-qualified annuities to watch for when educating clients.In this session we will answer the following questions:

What are the two phases of a non-qualified deferred annuity?
How is annuity withdrawal taxed in the first phase of a non-qualified deferred annuity?
What are some exceptions to the 10% early withdrawal penalty?

1:00pm-2:00pm EDT

Tactical Tuesday | Special Planning for Special Families
2026-11-17 13:00 - 14:00
Honor National Family Caregivers Month and learn about striking the balance between supporting all family members and providing quality of life to the family member with special needs. In this session we will answer the following questions:

How could receiving an inheritance impact a loved one with special needs?
What strategies are available to provide a lifetime of care?
How may families strike a balance to provide for all members?

1:00pm-2:00pm EDT
