2024
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Month Topic Concept webinar  Follow-up email
 March 7 Positioning extended care planning with ultra/high-net-worth clients Recording playback Additional resources
 June 13
 Time is of the essence for estate tax planning Recording playback Additional resources
 September 12
 Policy reviews and protecting what your clients value most Recording playback Additional resources
 November 7 Extended care planning: Navigating the future of unexpected events Recording playback  Additional resources 

2023
Month Theme Topic Concept webinar 
 February 16, 2023, at 11:00 am (EST) Lead with listening
 Tax updates
 Recording playback
 March 23, 2023, at 11:00 am (EST)
 Lead with listening Policy reviews Recording playback
 April 20, 2023, at 11:00 am (EST)
 Lead with listening Supplemental retirement income and maximizing asset strategies
 Recording playback
 May 18, 2023, at 11:00 am (EST) Financial planning
 Business succession and continuation planning, including valuations
 PDF| No recording available 
 June 22, 2023, at 11:00 am (EST)
 Financial planning Extended Care Planning
 Recording playback
 July 20, 2023, at 11:00 am (EST)
 Financial planning Retirement planning: Using life insurance in today's market Recording playback
 August 17, 2023, at 11:00 am (EST)
 Financial planning Split funded defined benefit (SFDB)
 Recording playback
 September 21, 2023, at 11:00 am (EST)
 Protection planning Estate planning for high-net-worth clients
 Recording playback
 October 19, 2023, at 11:00 am (EST)
 Protection planning Medicare open enrollment Recording playback
 November 16, 2023, at 11:00 am (EST) Protection planning Extended care planning/Long term care (LTC) Recording playback

For Financial Professional Use Only. Insurance products are available through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC, Arkansas License #100103477. Products and programs offered through Crump are not approved for use in all states. Not all applicants will qualify for coverage. Policy terms, conditions, and limitations will apply. Crump does not provide any tax or legal advice. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA.