Sales Forum Summer Series

Watch all the Sales Forum Summer Series presentations on-demand all in one place. This series gives you exclusive industry insight into everything from tax-efficient retirement planning strategies to what’s new and now this upcoming Medicare Annual Election Period (AEP).


Tax-Efficient Retirement Income

As clients transition into retirement, they face key decisions regarding the income they’ll pull from retirement accounts and Social Security and where to take money from first. Nationwide's Tax-efficient Retirement Income (TERI) program provides guidance that can help extend a retirement portfolio, lower taxes and improve what’s passed on to heirs.

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Products and Trends in the Medicare Market

Learn about the different trends to expect during AEP and about proprietary products including US Fire, Federal Life and Protector Plus Dental. You will also learn about a variety of opportunities to cross-sell during AEP. It is more than Medicare sales.

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Partial Roth Conversion: The Road to Tax-Free Income

Tax brackets are at historical lows and the federal deficit continues to grow … where will taxes be in the future? Learn how to have the discussion with clients about tax efficiency and if it makes sense for them to consider Roth conversions. Roths grow tax-free, with no RMDs, and distributions are also tax-free. Hear about product solutions that allow partial Roth conversions.

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How to Prepare and Get in Front of More People for AEP

With baby boomers entering Medicare eligibility, the demand for experts in this field has increased. Join Sean Pekarsky and Craig Taylor, to learn about AEP Central, retail opportunities and Client Stream. Also, gain an overview of Economic Innovation Group (EIG) and direct mail through United States Postal Service.

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Technology to Help You Succeed During AEP

Join Sean Pekarsky to learn about the technology that will help you being successful during AEP. Learn the top features agents use in Lead Advantage Pro; the next evolution in sales management tools. Also gain an overview of 2022 Medicare Insurance Direct sites.

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Taxes Today, Taxes Tomorrow: How to Help Clients Use Tax Advantaged Solutions

This session will focus on the current tax environment today as it relates to personal income taxes and estate taxes. We will also discuss projected tax reform and where taxes may be headed in the future. Most importantly the session will cover how producers can help their clients utilize tax advantages strategies to protect and build wealth.

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How to Help Your Clients Have a Safe and Successful Retirement

Join Steven Sommer, from Securian, to learn how to help clients accumulate tax-free income, prepay their retirement taxes and protect their assets against LTC expenses. Also, learn how Securian is uniquely qualified to support your needs with different strategies and products.

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