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Register Now! What Advisors Need to Know About the Latest IULs and the SECURE Act

Published on September 25, 2020



What Advisors Need to Know About the Latest IULs and the SECURE Act

Join us for a special webinar which features highly regarded keynote speaker, Joe Ross, ChFC, CLU, CRC of AIG, where he will be giving us his take on the new SECURE Act followed by a deep-dive on the much-hyped Indexed UL Multipliers.

The Inside Scoop on the SECURE Act

The SECURE Act became law in January of this year and includes many positive features. But it’s also littered with contradictions and conundrums that few understand.

In this presentation you’ll learn about elements of the SECURE Act that’ll have you wondering, “What were they thinking when they wrote this?” This presentation is for advisors that want to get the inside scoop on what the SECURE Act really means. Get ready to take notes for this in-depth analysis of what surprises are lurking inside the SECURE Act.

Indexed UL Multipliers – Beyond the Hype

IUL Bonus Multipliers may look incredibly attractive on paper, but do they live-up to the hype? In this session we’ll dissect the latest generation of IUL Bonus Multipliers, how they work, and how they illustrate. At the end of the day, your clients want a product that’s there when they need it most – when someone dies. We’ll do some stress-testing to help you see what could happen if the future isn’t as rosy as you projected.

Join us on Thursday, October 8, 2020

10:00 a.m. PST / 1:00 p.m. EST




Joe Ross, ChFC, CLU, CRC

Sales Productivity and Business Development

American General (AIG)

Joe Ross, ChFC, CLU, CRC has been in the insurance business since becoming fully licensed in 1978 at the age of 16, and went on to obtain his Insurance degree from the University of Iowa, being awarded the coveted Emmett J. Vaughan insurance scholarship.

In 1990 he became an Insurance & Estate Planning Specialist for Merrill Lynch in five Chicago-area offices, followed by Vice President of Sales and Marketing for three life insurance companies before spending the last 20 years as the brainchild behind innovative sales concepts that have driven life insurance, annuity and retirement planning strategies in the independent agent and broker-dealer channels. In 2013 he brought those skills to AIG where he continues to build his legacy, inspiring financial advisors to make a difference in their clients’ lives. Ross’s articles and presentations have been featured in Broker World, National Underwriter, LifeHealthPro, and ThinkAdvisor.

In November of 2019 Joe received the NAILBA ID-20 Award (the National Association of Independent Life Brokerage) honoring the life insurance industry’s “most courageous innovators and visionaries who have made important contributions to the life insurance profession.

Well-known for his experience, insight, and motivational presentations, Joe is highly regarded as a Keynote speaker at conferences around the country.




We at GBS Insurance thank you again for your business. For more information or insurance quote requests, please contact your brokerage manager or give us a call at (800) 473-5966

For agent use only - not for use with the general public.

Corporate CA License No. 0D87913


21820 Burbank Blvd., Suite 301

Woodland Hills, CA 91367

Phone: (800) 473-5966




7 Valuable Tips and Sales Ideas

Introducing a new series of quick sales ideas to spark interest in your clients and centers of influence. Position yourself as a valued advisor and insurance professional by using these tips as conversation starters.


Have You Considered VUL?

If you haven’t considered VUL lately, many of today’s newest products include benefits and features that clients are looking for. With the increased pricing for GUL products coupled with many carriers totally withdrawing from that marketplace, VUL and SVUL have become an even more attractive alternative for you and your clients to consider.


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