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Do you have business intelligence, research, performance data and education that will help the bank insurance and securities community make better-informed business decisions, grow their businesses, and advance their personal brand and professional stature? Then submit a webinar proposal!   

Looking for a past webinar that you attended or your co-worker recommended?  Check out our webinar archives!

 If you have any questions or concerns, please contact Leigh Maltby either via e-mail at or by phone at (202) 367-2460.

Upcoming Webinars

Title:  "Cracking the Code" on Delivering Long-Term Care Insurance to Bank Clients

:  Steve Saltzman, Kehrer, Saltzman & Associates
                    Steve Cain, LTCI Partners
                    Scott Williams, LTCI Partners

April 23, 2014
Time:  2:00-3:00 PM EST

For years many financial institutions have tried to deliver Long Term Care Insurance (“LTCI”) to their customers without much success.  Despite the prevalence of need among bank clients, many firms and Advisors have found the process of delivering LTCI overwhelming and the revenue results to be less than expected. 

On April 23rd at 2:00 PM. ET, Steve Saltzman of Kehrer Saltzman & Associates will be hosting a webinar to discuss an alternate delivery model for LTCI to clients of financial institutions.  Our discussion will explore ideas related to improving the entire LTCI experience of the firm, Advisors and their clients by leveraging on-line and telephonic technologies, coupled with access to expert resources.

We invite you to join us to listen and engage in the discussion along with Steve Cain and Scott Williams of LTCI Partners, a leading industry expert in the long-term care industry. 


Title: Building Advocates & Exceeding Expectations

:  Tony Cole, Anthony Cole Training Group

May 6, 2014
Time:  2:00-3:00 PM EST


Title: A Tactical Framework:  Integrating the Online Channel into your Wealth Management Strategy

:  Sophie Schmitt, Wealth Management Analyst, Aite Group
                    Jim Goodwin, President, Riperian
Chris Psaltos, Vice President of Product Management, Scivantage
Date: May 14, 2014
Time:  2:00-3:00 PM EST


A fully integrated, self-directed investments channel has become an essential component to a comprehensive wealth management strategy.

Join industry experts Sophie Schmitt, Wealth Management Analyst at Aite Group, Jim Goodwin, President of Riperian, and Chris Psaltos, Vice President, Product Management at Scivantage as they discuss insights from the latest research from Aite Group and Riperian titled, “Extend Your Wealth Management Business with Online Brokerage”.

In this webinar, you’ll learn about:

  • The latest trends and new technologies driving dramatic change in the online brokerage model
  • Practical steps to delivering a unified wealth management experience
  • Business planning guidelines for firms looking to establish or extend their online presence
  • Essential elements to building a competitive platform and the blueprint for execution

A Q&A session will conclude this web-event, where we encourage your participation and feedback!

*Complimentary Aite Research for All Attendees:  All participants will receive a complimentary copy of Aite’s latest research, “Extend Your Wealth Management Business with Online Brokerage”. 


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