Webinar Events

"Knowledge shared online can change lives instantly."

— Simon Sinek

Learn Anytime, Anywhere: Upcoming Webinars for Your Financial Growth

Explore Our Library of On-Demand Webinars (Pre-Recorded)

Live Webinar + Q&A

Access expert-led webinars on retirement, wealth, and taxes—anytime, anywhere. Learn key strategies in real time with Q&As. Designed for busy lives, our sessions give you the tools to plan smart and take control of your financial future.

  • Monday's:

    1. Kai-Zen 12:00 Est.

  • Tuesday's:

  • Wednesday's:

  • Thursday's:

  • Friday's:

    1. Kai-Zen 12:00 Est.

Kai-Zen

(Pre-Recorded)

What is Kai-Zen (Premium Financing)

Premium Financing in the insurance world is a strategic approach that allows clients to fund life insurance policies using borrowed money rather than paying entirely out of pocket. In essence, the Kaizen strategy is about leveraging premium financing to secure larger or more robust life insurance policies with less immediate capital outlay.

So, how does it work?

Think of it like this: instead of paying all the premiums upfront, a client takes out a loan that covers the insurance premiums. The policy is designed so that the potential growth of the policy’s cash value and death benefit over time outpaces the cost of the loan. This approach can help high-net-worth individuals or businesses acquire significant insurance coverage without tying up large amounts of their own capital.

Why use Kaizen premium financing

Clients can amplify their wealth transfer strategies and protect their legacy more effectively. It’s a way to leverage financial tools smartly—and that’s exactly what makes these webinars intriguing. They offer a chance to learn how to turn a complex financing strategy into a practical, wealth-building opportunity.

Index Universal Life

(Pre-Recorded)

What is Indexed Universal Life (IUL)

Indexed Universal Life, or IULs, are a type of permanent life insurance that offers not just a death benefit but also a cash value component that can grow based on a market index, like the S&P 500. Essentially, an IUL gives policyholders a flexible way to build cash value over time, with the potential for higher returns linked to market performance but with a safety net of guaranteed minimum interest rates.

So, how does it work?

Indexed Universal Life, or IULs, are a type of permanent insurance that offers not just a death benefit but also a cash value component that can grow based on a market index, like the S&P 500. Essentially, an IUL gives policyholders a flexible way to build cash value over time, with the potential for higher returns linked to market performance but with a safety net of guaranteed minimum interest rates.

Why use IUL's

How does it work? Well, policyholders pay premiums, and a portion of those premiums goes into the cash value account. This cash value can then earn interest based on the chosen index. If the index performs well, the cash value grows more, but if the market underperforms, the policy still has a guaranteed minimum interest floor, meaning you won’t lose that accumulated value.

Annuities

(Pre-Recorded)

What are Annuities

Annuities are financial products that can provide a steady income stream, typically used for retirement purposes. Essentially, an annuity is a contract between you and an insurance company: you pay a lump sum or make a series of payments, and in return, the insurer agrees to make periodic payments to you, either starting immediately or at some point in the future.

So, how does it work?

There are different types of annuities: fixed, variable, and indexed. A fixed annuity provides regular, guaranteed payments. A variable annuity allows your payments to vary based on the performance of investments you select. An indexed annuity offers returns based on a market index, blending a bit of both worlds with some protection against downturns.

Why use Annuities

The beauty of annuities is that they can be tailored to fit your retirement goals, providing a reliable income stream that you can't outlive. They act as a financial safety net, ensuring that even if other investments fluctuate, you have a stable source of income.

Annuities offer peace of mind and a sense of financial security in retirement. They’re not just about growing wealth; they’re about making sure you have a reliable income no matter what. And that's exactly what these webinars will explore—how annuities can fit into your retirement puzzle to give you that long-term confidence.

Long-Term Care

(Pre-Recorded)

What is Long-Term Care Insurance

Long-term care insurance, or LTC insurance, is designed to cover costs associated with extended care services that aren't typically covered by regular health insurance or Medicare. Essentially, LTC insurance steps in to help pay for the kind of care you might need as you age or if you have a chronic illness or disability. This could include assistance with daily activities like bathing, dressing, or eating, whether at home, in an assisted living facility, or in a nursing home.

So, how does it work?

You choose a policy that sets a daily or monthly benefit limit and a length of coverage. When you need long-term care services, the policy helps cover those costs up to the limits you’ve chosen. It’s a way to protect your savings and give yourself more options for quality care.

Why Have LTC Insurance

Long-term care insurance isn't just about planning for the “what ifs.” It’s about ensuring you have the freedom to choose the kind of care you want without burdening your family financially. These webinars will dive into how LTC insurance can give you peace of mind, knowing you’re prepared for the future and can maintain your dignity and independence no matter what happens.

Tax Free Retirement

(Pre-Recorded)

What is Tax Free Retirement

Tax-free retirement strategies focus on ways to build and eventually draw income in retirement without owing taxes on those withdrawals. One popular vehicle for this is the Roth IRA or Roth 401(k), where you contribute after-tax dollars, let your investments grow tax-free, and then enjoy tax-free withdrawals in retirement. Municipal bonds and certain types of cash value life insurance can also play a role in creating tax-advantaged income.

So, how does it work?

Essentially, you pay taxes on your money now, but once it's in these tax-free vehicles, it grows without the IRS taking another cut. When you retire and start withdrawing, you get to keep every penny, which can be a huge advantage in managing your retirement income and potentially staying in a lower tax bracket.

Why have Tax Free Retirement

Tax-free retirement strategies are all about maximizing your future income and minimizing tax headaches down the road. These webinars will show you how to set up these accounts, how to take advantage of tax-free growth, and how to secure a retirement income that's truly yours to enjoy, free from future tax worries.

Carriers

(Pre-Recorded)

What are the Carriers

When it comes to understanding the landscape of insurance, diving into webinars about different carriers and their products is incredibly valuable. Each insurance carrier brings its own unique set of products, features, and underwriting guidelines to the table. By watching webinars that cover a range of carriers, you get a broader perspective on what's available, how different policies can meet specific needs, and how to match clients with the best possible solutions.

So, how does it work?

These webinars will walk you through the nuances of each carrier’s product lineup—from life insurance and annuities to long-term care and beyond—highlighting the differences in benefits, pricing, and flexibility. You’ll learn how to compare and contrast these options effectively, empowering you to make informed recommendations.

Why watch a Webinar from carriers

By understanding multiple carriers, you’re not just selling a policy; you’re crafting tailored solutions that truly fit your clients’ unique situations. These webinars offer a window into the wide world of insurance products, helping you become a more versatile, knowledgeable advisor. And that means better service, more trust, and ultimately, stronger client relationships.

Fractional Family Office

(Pre-Recorded)

What is a Fractional Family Office

Ai Merchantry™ fractional family office is essentially a modern, shared version of the traditional family office model. Traditionally, a family office is a private wealth management firm that serves an ultra-wealthy family, handling everything from investments and estate planning to tax services and even concierge support. However, not everyone has the resources for a dedicated family office. That’s where the fractional model comes in. It allows multiple families or clients to share the expertise and services of a single office, making high-level financial management accessible without the full cost.

So, how does it work?

A fractional family office like what Ai Merchantry™ envisions acts as a hub, connecting clients with a range of subject matter experts, from CPAs and attorneys to investment advisors and insurance carriers. It’s a collaborative approach, offering comprehensive services on a part-time, as-needed basis. This means you get the benefit of a full suite of financial services without having to build and fund an entire office yourself.

Why do they exist? Because more families and business owners are looking for that high-touch, personalized financial guidance without the massive overhead. It’s a flexible, efficient solution for those who want to enjoy the benefits of a family office without the full-time commitment.

Why work with a Fractional Family Office

Our webinars will introduce you to the world of fractional family offices, showing you how Ai Merchantry™ can be your conduit to a network of experts and tailored solutions. You’ll learn how this model can streamline your financial life, offering the best of all worlds in a way that’s accessible, practical, and designed to grow with you.

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