Equitable Life Replay
Date: January 17, 2023
Time: 9:30 AM EST
Guest Speaker(s):
Tracy Heath & David Hutchison
Equitable Life
BridgeForce Guest Host(s):
Dennis Brumley & Mark Denney
Agenda:
9:30 – 10:00 am
- BridgeForce Advisor Forum
Your chance to come together with fellow BridgeForce advisors to discuss a variety of current, industry topics.
10:00 – 11:00am
- Tracy Heath | Equitable Life
- Annuities and Seg Funds
- The Benefits of Payout Annuities for Retirees
- The Types and Differences between Payout Annuities
- Features and Benefits of Annuities
- Commentary on Payout Annuity Taxation
- Seg Funds for the RRSP Season and Bonus Program Opportunities to Kick Start Your Year
- Annuities and Seg Funds
- David Hutchison | Equitable Life
- Equitable Life and Living Benefits Update