March is Women's History Month—a unique opportunity for financial professionals to focus on their female clients. Women are projected to control $34 trillion in assets by 2030,¹ empowering them more than ever to shape their financial futures and how they plan for them. In this live webinar, we will cover: • Identify important pre‐ and […]
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Reserve your spot now and join us for a panel discussion on diversification within FIAs, exploring its key benefits and how it can enhance portfolio stability and growth potential, while mitigating the risk of “zero” years. Webinar Highlights: • Market Update: Hear insights from Joshua Levine from Bank of America on the latest market trends, […]
Qualified Retirement Plans | Protecting Wealth and Securing Retirement The power of life insurance in a qualified plan. Setting up a qualified plan for your business owner clients can provide them with a tremendous advantage when it comes to retirement savings, employee retention and tax efficiency. But did you know that life insurance can be […]
Effective estate planning is more crucial than ever in today’s dynamic and unpredictable world. Stay ahead by joining Vickie Wilcox of Wilcox & Myers, P.C. and Monica Rhee, Assistant Vice President of Advanced Designs Unit at Pacific Life, as they discuss advanced estate planning techniques and concepts to help keep your clients’ estate plans robust […]
Presented by Advanced Sales experts Jessica Friedman, J.D., LLM and Doug Friedman, J.D., CLU Hosted by Mutual Trust Life Solutions Are your clients' businesses protected from the loss of key employees? Key person insurance is life insurance purchased for specific employees—owners, executives, vital contributors—who are necessary to the company’s success and survival. While nearly all […]
Click Link to Join: https://global.gotomeeting.com/join/550360733 Dial in using your phone: (571) 317-3112 Access Code: 550-360-733
Don't miss our upcoming webinar featuring Marshall & Stevens, specialists in business valuations! In this session, you'll learn what a business valuation consists of, how they are calculated and can help streamline the financial underwriting process. Plus, see how they can be leveraged for business and estate planning as an overall value-add for you and […]
