Access thought leadership resources to stay up to date on industry trends and market updates


Market insights

Gain a deeper understanding of the thinking behind investment philosophies with the guidance of our Chief Market Strategist.


Q4 market commentary

 October 12 | 10:30 AM CT
A listen-only State of the Market call with Scott D. Knapp, Chief Market Strategist at Cuna Mutual Group Fiduciary Consultants, addressing the current market and policies impacting our world today.

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Redefining presentation success 

October 19 | 1:00 PM CT | 60 min.

What makes for an effective presentation now that meetings are often hybrid?

Making a good presentation great in a hybrid landscape can be a challenge. Practice Management Coach Randy Fuss helps financial professionals and TPAs navigate the challenges that presenting virtually can have from start to finish. 

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On demand

Boardroom advantage 

Have you considered how your selling style fits with your client's buying tendencies? Creating an Unfair Boardroom Advantage is a practice management workshop designed for financial professionals to help create insights into natural buying and selling behaviors. Recorded live September 21, 2023

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On demand

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Voice of the American worker 

Franklin Templeton’s ‘Voice of the American Worker Survey’ indicates a desire for personalization and workplace assistance to achieve a reimagined retirement where financial health plays an integral part of overall well-being. Recorded June 15, 2023.

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On demand

SECURE 2.0 impact on retirement 

Access this informative webinar replay with industry leaders, Ilene Ferenczy and Sarah Simoneaux, to better understand the impact SECURE 2.0 has on retirement. Recorded February 23, 2023. 

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