NOTE: This webinar event has already occurred. If you wish to view the recording of this webinar now, please CLICK HERE.

If you had a chance to attend our recent webinar, no doubt you had lingering thoughts that we were not able to cover.

So on Tuesday, January 5th at 1:00PM EST, we are devoting another hour to nothing but answering your questions.

The more questions we get about a particular topic, the more time we will devote to it. (Didn't get a chance to attend? View the recording here!)

Find out how the rule will affect…

Fill out the form to claim your spot and don't forget to submit your question.

A Little More About Our Panelists...

Kim O’Brien,
Longtime Association Leader and Industry Insider

Kim is the Vice Chairman and CEO of Americans for Annuity Protection. She has 35 years of experience in the insurance industry, including as the leader of The National Association for Fixed Annuities for almost 12 years, where she led the fight to defeat the SEC’s Rule 151A. In 2002, Kim developed and ran her own marketing organization and had worked as a marketing executive for major insurance companies and was responsible for their annuity and term life insurance product line development, marketing, and training processes.

Judi Carsrud,
National Association of Insurance and Financial Advisors Director of Government Relations

Judi is NAIFA’s primary lobbyist for tax and ERISA issues. She interacts with Congress on the key issues affecting the sale and use of life insurance, annuities, qualified retirement plans, and other employee benefits. Prior to joining NAIFA, Judi owned a small business specializing in employee benefit plans using life insurance products.

Richard Weber,
President of Ethical Edge; Former President of the Society of Financial Service Professionals

Dick is founder of The Ethical Edge, which is a fee-only advisory for high-net-worth clients. He is also past president of the Society of Financial Services Professionals and board member of the Association for Annuity Protection.

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For Financial Professionals Only. Not Intended for the General Public.

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