Estate Planning in the Current Tax Environment
Why Now? Estate Planning in the Current Tax Environment It’s a perfect storm for helping clients create estate plans. Join Prudential’s Karen Hofmann to get the inside track on how […]
Why Now? Estate Planning in the Current Tax Environment It’s a perfect storm for helping clients create estate plans. Join Prudential’s Karen Hofmann to get the inside track on how […]
Join us for a 10-minute overview on an idea designed to add life to your practice. During the session, we’ll review the core components of the strategy, the profile of clients who may benefit, and a practical application through the lens of a case example. Presented By: Michael G. Connell / Director, Advanced Planning / […]
Let Specific Solutions give you time to reinvest in your clients. We will review: What is App-Solution? What is the client experience? What is my role as the agent? Presented By Brandon Long and Adam Savard Click Here to Register *After registering, you will receive a confirmation email containing information about joining the webinar.
Join us for a 10-minute overview on an idea designed to add life to your practice. During the session, we’ll review the core components of the strategy, the profile of […]
- Why Policy Reviews are important - Agent and Client Experience -Value of Gathering Health History Presented by Thomas Long and Amber Cress Register Here *After registering, you will receive […]
About this webinar There are big opportunities with small and midsize businesses (up to 500 employees)—and we want to help you succeed in this market. Don’t miss your opportunity to […]
Description: Build on what you’ve learned from the rest of the Demystifying IUL Series and put it all together with these tips on presenting indexed universal life (IUL) insurance products […]
Let Specific Solutions give you time to reinvest in your clients. We will review: What is App-Solution? What is the client experience? What is my role as the agent? Presented […]
- Why Policy Reviews are important - Agent and Client Experience -Value of Gathering Health History Presented by Thomas Long and Amber Cress Register Here *After registering, you will receive […]
for a presentation about chronic illness planning and how to leverage assets earmarked for a legacy. You’ll find out ways to talk to clients about: Challenges they may face if […]