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X-WR-CALNAME:SPG Life &amp; Annuity Insurance Solutions, LLC
X-ORIGINAL-URL:https://portal.spglife.com
X-WR-CALDESC:Events for SPG Life &amp; Annuity Insurance Solutions, LLC
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DTSTART;TZID=America/New_York:20260611T120000
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DTSTAMP:20260527T135419
CREATED:20260512T191521Z
LAST-MODIFIED:20260512T192009Z
UID:10000016-1781179200-1781182800@portal.spglife.com
SUMMARY:Estate Tax Exemption Planning Under OBBB Webinar
DESCRIPTION:With exemption planning back in focus\, advisors need to understand how changing tax rules may affect high-net-worth clients and business owners. This session will explore timely planning conversations\, wealth transfer strategies\, and how life insurance can help create liquidity\, flexibility\, and legacy impact.
URL:https://portal.spglife.com/event/estate-tax-exemption-planning-under-obbb/
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DTSTART;VALUE=DATE:20260619
DTEND;VALUE=DATE:20260620
DTSTAMP:20260527T135419
CREATED:20260512T193629Z
LAST-MODIFIED:20260512T193706Z
UID:10000022-1781827200-1781913599@portal.spglife.com
SUMMARY:Office Closed - Juneteenth
DESCRIPTION:
URL:https://portal.spglife.com/event/juneteenth/
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DTSTART;TZID=America/New_York:20260723T120000
DTEND;TZID=America/New_York:20260723T130000
DTSTAMP:20260527T135419
CREATED:20260512T192251Z
LAST-MODIFIED:20260512T192251Z
UID:10000017-1784808000-1784811600@portal.spglife.com
SUMMARY:Pension Maximization Strategies Webinar
DESCRIPTION:Pension decisions are often permanent\, emotional\, and poorly understood by clients. This session will show advisors how pension maximization can help married couples evaluate survivor benefits\, income needs\, and the potential role of life insurance in building a more flexible retirement-income plan.
URL:https://portal.spglife.com/event/pension-maximization-strategies-webinar/
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DTSTART;TZID=America/New_York:20260917T120000
DTEND;TZID=America/New_York:20260917T130000
DTSTAMP:20260527T135419
CREATED:20260512T192823Z
LAST-MODIFIED:20260512T192823Z
UID:10000018-1789646400-1789650000@portal.spglife.com
SUMMARY:Split-Dollar Planning Webinar
DESCRIPTION:Split-dollar planning is one of the most powerful yet often misunderstood tools in the advanced markets toolkit. This session will break down how advisors can use split-dollar concepts for executive benefits\, business owner planning\, estate liquidity\, and high-value client retention.
URL:https://portal.spglife.com/event/split-dollar-planning-webinar/
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DTSTART;TZID=America/New_York:20261015T120000
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DTSTAMP:20260527T135419
CREATED:20260512T193013Z
LAST-MODIFIED:20260512T193013Z
UID:10000019-1792065600-1792069200@portal.spglife.com
SUMMARY:Business Owner Succession & Exit Planning
DESCRIPTION:Every business owner will exit someday – the only question is whether that exit is intentional or accidental. This session will help advisors uncover succession risks\, planning opportunities\, and insurance-based strategies that can protect the owner\, the family\, the business\, and key employees.
URL:https://portal.spglife.com/event/business-owner-succession-exit-planning/
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261110T120000
DTEND;TZID=America/New_York:20261110T130000
DTSTAMP:20260527T135419
CREATED:20260512T193212Z
LAST-MODIFIED:20260512T193212Z
UID:10000020-1794312000-1794315600@portal.spglife.com
SUMMARY:Cash Balance and 412(e)(3) Planning Webinar
DESCRIPTION:For successful business owners and professionals looking for larger tax-deductible retirement contributions\, cash balance and 412(e)(3) plans can open the door to powerful planning conversations. This session will help advisors recognize the right client profile\, understand the planning mechanics\, and identify opportunities to coordinate retirement\, tax\, and risk-management strategies.
URL:https://portal.spglife.com/event/cash-balance-and-412e3-planning-webinar/
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DTSTART;TZID=America/New_York:20261210T120000
DTEND;TZID=America/New_York:20261210T130000
DTSTAMP:20260527T135419
CREATED:20260512T193402Z
LAST-MODIFIED:20260512T193402Z
UID:10000021-1796904000-1796907600@portal.spglife.com
SUMMARY:Revocable and Irrevocable Trust Planning Webinar
DESCRIPTION:Trust planning is not just about documents – it is about control\, protection\, tax efficiency\, and intentional legacy design. This session will help advisors understand how revocable and irrevocable trusts fit into broader wealth\, estate\, and insurance planning conversations with affluent clients.
URL:https://portal.spglife.com/event/revocable-and-irrevocable-trust-planning-webinar/
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