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This presentation will provide Active ETF basics and compare ETF's and Mutual Funds.  Active ETF Investment strategies have the potential to provide excess returns and complement most investment portf ...

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Investors in insurance products today are faced with a constantly shifting market environment of volatility, inflation and rising interest rates that may make it harder for them to focus on their long ...

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This presentation leverages insights and thought leadership, through multiple lenses. It helps financial professionals achieve their broader practice goals by creating capacity, achieving scalability ...

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Retirement plans and retirement plan guarantees continue to evolve. This course explains the changing retirement landscape and what insurance advisors might see with retirement plans in the future. We ...

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This course provides timely insights on various asset allocation themes and investment topics covering major insurance asset classes and geographies. Based upon economic reports, historical data and s ...

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— Investing in insurance security products (i.e., mutual funds, ETFs, annuities, etc.) can be challenging to consumers with little or no technical training in these areas. It is up to the insurance pr ...

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This one hour presentation explores the Three Pillars of Active Management according to the methodology of Professor Martijn Cremers.   The Three Pillars are Skill, Conviction and Opportunity.

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Fragile Decade is important for many reasons and this course will discuss many of those reasons.  It also discusses how to implement those options. This course will also offer resources available.

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This presentation provides insights on helping your clients to understand why they should plan, what an organizer is and why it is important.

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Now, more than ever, is an exceptional time to achieve broader practice goals, create capacity and replace lost market action with true growth. This presentation leverages insights and thought leaders ...

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This presentation will provide a review of the academic literature that has been produced over the past twenty years about Actively Managed Mutual Funds, followed by an examination of how that researc ...

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Annuity contracts and the benefits associated with them have changed over the years.  Understanding how they work in the past and present can be a daunting task.   This course examines how to best ide ...

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With higher divorce rates and the increased likelihood of disability or death, clients face challenging financial and emotional hurdles in retirement and retirement planning. For many, the risks of se ...

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This presentation explores the Three pillars of Active Management, according to the methodology of Professor Martijn Cremers.  The three pillars are Skill, Conviction and Opportunity.

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An important component of Active Management is Skill. This presentation focuses on how to evaluate a mutual fund by measuring skill including typical practices, common options and risk considerations.

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This presentation combines Professor Martijn Cremers’ academic research on Active Management with Touchstone’s complementary SCOPE framework which includes Skill, Conviction, Opportunity, Patience and ...

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$41 Trillion is anticipated to transfer from baby boomers to their children in the next three decades. This presentation focuses on the associated risks and challenges financial advisors may encounter ...

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Despite the jargon-heavy subject matter, it boils down to a couple of simple issues when engaging with clients…financially securing your future and positively impacting the world around you. Of course ...

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This course, Annuities – More Than Just Income, is designed to educate insurance professionals in regard to the many aspects and uses of annuities to fulfill client goals

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  Over the last two decades the emerging market story has been primarily wrapped around China and its unprecedented growth. China has made tremendous progress on its economic transition, and labor int ...

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This course, Retirement Income Distribution Planning, is designed to educate the agents in regard to the overall benefits of proper retirement planning for consumers. The knowledge contained within th ...

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  Mid-capitalization companies comprise approximately 26%1 of the market capitalization of the U.S. equity market. However, investors are significantly underweight the group with only 13%2 exposure. B ...

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The key to understanding Sustainable Investing today is to appreciate how it has evolved from its origins. Rather than maintaining the solely exclusionary processes of past iterations, Sustainable Inv ...

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Many believe the use of all lucrative Social Security Claiming Strategies was eliminated as of May 1, 2016. They are mistaken! There are millions of individuals who do not know that they are qualified ...

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This course explores all aspects of Long-Term Care. Why it is so important and why it is such a problem.

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This course will show the generations that planning for our own incapacity or death is one of the most important things that we can do for family and friends.

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Highly Active Strategies typically complement passive investments in a portfolio. This course will help learn and evaluate portfolio weights in depth.

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Identity Theft is an unfortunate byproduct of the information age. This course describes the various forms of identity theft and how to assess and minimize risk.

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After completing this course, participants will understand exactly what long-term care is and why addressing it is so important. They will also understand the need for long-term care insurance and the ...

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This course will help you to become knowlgeable in the many strategies involved in savvy retirement planning. It also explains the benefits that are available.

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This course will explain Annuities and how to classify them. It also will explain contract provisions and the impact of suitability. Also the taxation of qualified and non-qualified annuites.

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This is a one hour (50 minutes of contact time) classroom course. To educate licensed insurance agents regarding the current and modern trends affecting consumers, their clients, both senior and young ...