On the Road Again
After more than a year of social distancing, Don Biz and Dave Bibo are ready to hit the road again! (more…)
After more than a year of social distancing, Don Biz and Dave Bibo are ready to hit the road again! (more…)
Fixed indexed annuity sales continue to grow and make up a more significant portion of overall annuity sales. However, many financial professionals (more…)
TruChoice has been working with some of the industry’s most successful financial professionals for over 30 years. Founded to help our customers (more…)
Register for this webinar for Western International Securities, presented by Ionlake, for an in-depth look at communication trends (more…)
In observance of Independence Day, WIS and all financial and fixed income markets will be closed on Monday, July 5, 2021. (more…)
If you weren't able to watch last week's tech hangout featuring Corey White, Director of Compliance - don't worry! (more…)
Tip – Adding the right staffing solution will unlock your business potential. (more…)
Join us on Wednesday June 30th at 1:30pm PT as we speak with Brian Nelson, Head of Practice Management, about what their team can do to help (more…)
Pasadena rep Keith Nunokawa has always dreamt of owning a sports car and now he's the proud owner of a Toyota GR Supra. (more…)
Mandatory for California Employers: If you have business owner clients with more than 50 employees who do not offer a retirement (more…)
Join us Wednesday, June 23 at 1:30 pm PT as we go over best practices for digital books and records with Corey White, Director of Compliance. (more…)
Life insurance products are constantly evolving and adapting to the marketplace, which is undoubtedly true for variable universal life products (more…)
Tip – Capture Assets from Big Money Events through Wealth Management. (more…)
WIS Branch Manager/Sales Supervisor Bahram Sassani has just returned from a long-awaited vacation in Hawaii with his family! (more…)
A required minimum distribution (RMD) from a 401(k) (or other employer plan) must be taken prior to rolling remaining plan dollars to an IRA (more…)
Over 8 billion passwords were posted on a popular hacker forum last week. A forum user posted a 100GB text file containing the 8 billion plus passwords; (more…)
We are thrilled that the 2021 Annual Conference will be held in person September 26-29 at the Walt Disney World Swan and Dolphin Resort in Orlando, Florida (more…)
Please join us in welcoming John Reagan into the WIS family. John is located in Waxahachie, TX and is a Certified Financial Planner who helps manage assets for individuals, trusts, retirement plans, (more…)
Tomorrow’s planned webinar, Global Allocation Selects Managed Portfolio Strategies with BlackRock, has been postponed to Wednesday, July 14, at 1:15 pm PT. (more…)
As of the Wealthscape release on June 11, 2021, National Financial is personalizing the Platform Search experience by displaying (more…)
We are excited to announce an exclusive life insurance product offering now available through the partnership between Atria, Simplicity Financial (more…)
Register for this webinar for Western International Securities, presented by Ionlake, for an in-depth look at communication trends (more…)
Thank you to everyone who participated in the June 8 Practice Management virtual meeting! We appreciate your time and hope you gained valuable (more…)
Tip – Client segmentation and release strategies will optimize your practice (Part 2 of 2). (more…)
National Financial has announced the Premiere Select Retirement Plan (the “Plan”) was restated and approved by the IRS last year. (more…)
Register today for this one-day virtual conference specifically designed for support staff members! Develop your professional and organizational (more…)
Ash Brokerage is the largest privately owned insurance brokerage in the country. We are a 50 year old company with a startup mentality. (more…)
National Financial is launching a new and improved way to order checks in Wealthscape and Wealthscape Investor on or around June 11, 2021. (more…)
With the passage of the SECURE Act, once common IRA beneficiary planning strategies have been upended. For example, no longer can just (more…)
Please join Brian Nelson, Head of Practice Management, your peers and several industry thought leaders today, Tuesday June 8 for this interactive virtual meeting (more…)
Juan Carlos Vazquez has worked in the industry for over 12 years with a focus on creating strategies tailored to each client’s goals. (more…)
Tip – Client segmentation and release strategies will optimize your practice (more…)
WIS is proud to invite you to an exclusive professional development live virtual event on Thursday, June 10 at 11:30 am PT designed to increase (more…)
Join this one-day virtual conference specifically designed for support staff members! Develop your professional and organizational skills (more…)
Please join us on Wednesday, June 16, at 9:00 am PT, as Chris Bogren, AVP of Advanced Planning at Jackson National, discusses the possible (more…)
If you haven't registered yet for next week's interactive virtual meeting, secure your spot today! A highlight of the meeting will be a panel discussion (more…)
PRODUCERS CHOICE LEARN MORE