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webinar

Demystifying Annuities webinar

Wed. August 13
2:00 PM EST

Location: Virtual

Looking for new ways to expand your practice, deepen client relationships, and deliver more robust, comprehensive planning solutions? Join AdvisorHub's webinar for fee-based financial advisors and gain a fresh perspective on a historically overlooked asset. We’ll explore the growth potential annuities offer, review the major annuity types, and provide an actionable guide to help identify often-missed opportunities within your client base.

Presented by Flourish — a built-for-RIAs digital platform that expands advisor solutions for growth and makes it easier to transform holistic advice into holistic implementation.

Upon completion of this presentation, participants will be able to: 

  • Identify the major annuity types and their strategic role in client portfolios

  • Develop a systematic approach to reviewing clients’ existing annuity contracts

  • Identify when a replacement (1035 exchange) may be a fit to better meet client goals

The Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. It has also been approved for 1 CFP CE Credit.

Flourish and AdvisorHub are separate and unaffiliated entities.

 

Register now

Register now

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Flourish is an online platform through which investors can access financial services and products. Flourish’s offerings are provided by different entities and are subject to different terms, investor protections, and risks. Flourish Cash is offered by Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank. Check the background of Flourish Financial LLC and its personnel on FINRA's BrokerCheck. Flourish Annuities refers generally to the annuity platform operated by Flourish Technologies LLC and to Flourish Insurance Agency LLC, and, where applicable, Flourish Financial LLC. Flourish Insurance Agency operates in its capacity as a licensed insurance producer with offices in Jersey City, New Jersey, and does business in California under the name Flourish Digital Insurance Agency, providing insurance services related to such platform. Variable annuities, defined in this context to include Registered Index-Linked Annuities (“RILAs”), are offered through Flourish Financial LLC. Annuities shown on the platform are sold through Flourish Annuities, and are issued by one or more licensed insurance companies. The Flourish entities mentioned above are affiliates. Flourish Cash and Flourish Annuities accounts are separate accounts and only assets in Flourish Cash accounts may be eligible for protection by the FDIC or SIPC. Please review the Legal section of our website, and the disclosures provided with each Flourish service or product for further information. If you were introduced or invited to Flourish by an investment advisor or other third party, please be aware that, unless otherwise disclosed to you, they are not affiliated with any Flourish entity. The role of the investment advisor or other firm that invited you to Flourish may vary between different Flourish services and products, as further described in your terms of service. © 2025 Flourish. All rights reserved.