PLAN AN EVENT Presentations & Invitations PREVIOUS STEP NEXT STEP Estate PlanningGeneralHealth CareIdentity TheftIncome PlanningInvestingLife InsuranceLTCRetirementSocial SecurityTaxEquitable Family Love LetterPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsAllianz Estate DistributionPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsLord Abbett The Great Wealth TransferPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsMetlife Sensible Approach to Estate PlanningPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsTransAmerica Life and LegacyPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsTRowe Price Customer TellsPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsPacific Life What’s Your Beneficiary – Planning IQ?PresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsFidelity Behavioral FinancePresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsFranklin Templeton Beyond the BenchmarkPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsTRowe Price Achieving Financial GoalsPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsTRowe Speaking of MarketsPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsEquitable Informed Women Know MorePresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsHartford Funds 5 Ways TechPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsHartford Funds Media ReplayPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsLegg Mason Lessons from TimePresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsMFS Savvy Women and Smart InvestorsPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsPenn Mutual MillennialPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsProtective Moving Forward on your OwnPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsPrudential Sale to an IDGTPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsThe Standard What Plan Committees Must Do with the 408(b)PresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsMFS Life LessonsPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsHartford Retiring the Old Age StoryPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsHartford Overcoming the Bottleneck in your BusinessPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsFranklin Templeton Global – The New CorePresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsTRowe How Successful Families Approach MoneyPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsAllianz Domestic PartnersPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsAllianz Family, Legacy & Discovering What’s Really ImportantPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsAllianz Navigating the Financial Impacts of CaregivingPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsAllianz Women, Money and Power Take ControlPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsFidelity Planning for Life’s Big MomentsPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsFirst Trust Reasons to be Bullish on EquitiesPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsPacific Life Your Risks, Options and Choices in Long-Term CarePresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsPacific Life What You May Not Know About Long-Term CarePresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsPacific Life Healthcare in RetirementPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsFidelity Planning for Health Care in RetirementPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsTRowe Price Planning for Retirement Health Care CostsPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsAllianz Rising Health Care CostsPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsThe Standard Connecting Health RiskPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsTransAmerica Field Guide to MedicarePresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsTransAmerica Life with CancerPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsNationwide Health CarePresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsAIG Plan for 100PresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsPrudential Health Care Costs in RetirementPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsEquitable Medicare – Filling the GapPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsOpperheimer Identity TheftPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsPrudential Privacy Protection StrategiesPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsHierarchy of Income PlanningPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsVoya Select Advantage IRAPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsPacific Life Pacific Index EdgePresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsPacific Life Basic IRA Beneficiary PlanningPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsPacific Life IRA Rollovers: Understanding OptionsPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsFidelity Investment ThemesPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsFranklin Templeton Uncharted WatersPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsFranklin Templeton 2020 VisionPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsNationwide Women and InvestingPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsMFS Calm Cool and InvestedPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsMFS Build with PrecisionPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsJackson National VA Annuity MethodologyPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsFranklin Templeton 2020 Vision: The Case for EquitiesPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsFranklin Templeton Take Control of your Financial FuturePresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsAllianz Investment Comfort ZonePresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsBrighthouse Keeping Perspective in Volatile MarketsPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsBlackrock The Psychology of InvestingPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsBlackrock Women, Wealth & Well-BeingPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsPrudential Making the Most of your IRAPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsPrudential Investing in the Time of COVID-19PresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsAssetMark Invest with ConfidencePresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsBrighthouse Keep Clients InvestedPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsFranklin Templeton 6 Barriers to Investment SuccessPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsFranklin Templeton Emotions Expectations and EconomicsPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsFranklin Templeton Income for What’s NextPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsFranklin Templeton Invest for CollegePresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsFranklin Templeton Keeping More of What You EarnPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsFranklin Templeton Rising RatesPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsHartford Funds Beyond Investment IllusionsPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsHartford Funds Investing Your WayPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsJP Morgan Principles for Successful Long-Term InvestingPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsLord Abbett All Weather Approach to InvestingPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsDBS Why Buy Life InsurancePresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsNationwide Life Insurance Income Tax TrapsPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsGlobal Atlantic More Care with ForeCarePresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsNationwide Retirement Institute LTCPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsOne America Myths of LTC ConsumerPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsOne America Women & LTC ConsumerPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsNationwide Long-Term Care: The Double-Edged Sword for WomenPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsPrudential Understanding the Retirement Red Zone ChallengesPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsPrudential Spousal Protection StrategiesPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsPrudential Roadmap to RetirementPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsPrudential Why it’s Different for WomenPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsPrudential Planning with Protected Lifetime IncomePresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsJackson National Protecting your Retirement IncomePresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsPrudential The Secure ActPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsHartford Funds 8000 Days of RetirementPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsHartford Funds Quality of LifePresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsJP Morgan Guide to Retirement BasicsPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsJP Morgan Principles for Successful RetirementPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsMFS Roadmap to RetirementPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsNationwide Take ActionPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsOne America The GRIG ConsumersPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsTransAmerican Beyond MoneyPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsTRowe Price Retirement ReadyPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsTRowe Price Women and RetirementPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsJackson National Retire on PurposePresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsJackson National Beyond the NumberPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsJackson National Retiring with ResiliencyPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsNationwide Women & Retirement: Holistic Planning for your RetirementPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsFranklin Templeton The Home StretchPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsAllianz InflationPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsAllianz Rethinking RetirementPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsAllianz When to RetirePresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsEquitable Considerations for a Successful RetirementPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsDBS Rethinking RetirementPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsFranklin Templeton RetireMetricsPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsGreat West Art of RetirementPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsAIG Assured Edge Income BuilderPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsAIG Income SavvyPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsAIG Protecting Your Income For LifePresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsAIG Retirement Income Changing MarketPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsAllianz Index Advantage Variable AnnuityPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsDelaware Life Social Security: Making The Right ChoicePresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsPacific Life Understanding Social Security BenefitsPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsFidelity Social SecurityPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsTransAmerica Social SecurityPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsVoya Social SecurityPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsBlackRock Social SecurityPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsMFS Social SecurityPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsJackson National What’s My YearPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsBrighthouse Understanding Social SecurityPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsPrudential Social SecurityPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsPrudential Maximizing Social Security & Managing Healthcare CostsPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsAIG Social Security SavvyPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsAllianz Social Security 7 KeysPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsEquitable Getting the Most Out of your BenefitsPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsFranklin Templeton Securing Social SecurityPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsGreat West Seeking SecurityPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsHartford Funds Social SecurityPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsNationwide Social SecurityPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsProtectivePresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsPacific Life Tax Cuts and Job Act of 2017PresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsPrudential Navigating Today’s Tax Environement 2020PresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip CampaignsEquitable Tax SeasonPresentationDownload PresentationDownload FINRA LetterInvitationDownload InvitationDownload FINRA LetterAutomate Drip Campaigns View resources for a different step in the event planning process:Step 1: Compile Pre-Event MaterialsA pre-event checklist and documents needed to begin preparing for your event.Get ResourcesStep 2: Set a Date + Get SupportChoose a wholesaler based on the vendor support type, coordinate dates & times.View WholesalersStep 3: Choose a Presentation and InvitationBrowse pre-made presentation and invitation options by event type.View Invitations and PresentationsStep 4: Order Branded GiftsOrder small, branded gifts for participants who attend your event.Shop Branded GiftsStep 5: Submit ReimbursementsChoose a wholesaler based on the vendor support type, coordinate dates & times.View Wholesaler Contact InfoStep 6: Post Event EssentialsGet follow up resources to your event, as well as new-client resources you may need.View Post-Event Resources