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Crucial Medicare Information for You and Your Client
$25.00Are your clients in a Medicare plan that provides the appropriate coverage at the lowest cost? Whether it is Original Medicare, Medicare Advantage, or a Medicare Supplement, finding the right plan now will help mitigate a future health care financial crisis. Join Jim and Monica to discuss:
- Reviewing enrollment periods;
- Identifying who is eligible;
- Describing the five things your client must know about Medicare;
- Learning how you can avoid excessive costs.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by James Fogelstrom and Monica Szakos Cramer
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Income Protection Strategies for Your Clients
$25.00Many individuals are inundated with complex financial and life insurance jargon when it comes to wanting to know about preparing for the unexpected. This presentation will teach you in a simple way the basics of life insurance types that can help protect your client’s families by providing income continuation of main wage earner or to continue providing income to non-wage earner, all to alleviate concerns with: managing everyday expenses; paying off debts or mortgages; funding retirement goals; realizing educational goals; or purchasing services that can no longer be fulfilled within the household.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Zaira Espinoza, Financial Advisor and Janet Silva, Insurance Agent
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A Different Perspective for Women Towards Investing for Retirement
$25.00Many women may have 15 or more years before retirement. And because of that length of time, feel they have plenty of time before they need to begin thinking about their retirement, or setting some money aside for it. In addition, women encounter unique challenges that may interfere with their career. Consequently, they may end up with less workforce duration and fewer savings and lower social security savings. This presentation will give you insights as to how to help guide your female clients that may think about starting “tomorrow” with a different perspective and show you why guiding them to start today makes financial sense.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Monica Szakos Cramer, Vice President and Zaira Espinoza, Financial Advisor
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The Gathering 2018 – The Complete Package
$300.00Our 14th annual Gathering is two days of shared insights, education, and collegiality. The Gathering is an annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can, through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their planning needs.
The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgement are truly invaluable. With our Thought Leader Community as your resource, you don’t have to master the answer to every client quandary. Instead you become courageously armed with the right questions and resources. This We-driven mindset is transformational for you, your practice, and your clients.
(Purchase of this product will include Video recordings, Audio recordings, and PDF copies of the Presentations.)
Click here to see the Gathering Agenda with the list of the presentations and presenters.
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Prefunding Your Final Expense Planning
$25.00Did you know millions of consumers are retiring early? Compared to previous generations, most are retiring without pensions and group benefits, including no life insurance. Upon retirement, most are shocked to learn their group life insurance coverage has ended. Join Monica and Janet to learn how setting up a Prepaid Funeral Expense Trust affords your clients benefits such as: income tax free funds, exemption from probate, immediate availability, safety from creditors, and more!
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Monica Szakos Cramer, Financial Advisor and Janet Silva, Insurance Agent
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Financial and Estate Strategies for the Large IRA
$25.00Do you know what kills more large IRA accounts than anything else? Admiration! – Admiration kills large IRA accounts because the owner, and even the financial advisor who helped them grow the account, fail to plan for the ultimate income tax and potential estate taxes due on the balance. Instead, they get caught up in growing the account to the largest possible balance, admiring each statement and deriving great satisfaction from their savings and investment success. Come and learn how to leverage an IRA into a legacy asset that supports not only the owner and their spouse, but also several generations of beneficiaries.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by John Jenkins AEP, EA, CFP® and, Monica Szakos Cramer, Financial Advisor
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Insurance Bootcamp Fast Start Workshop
$25.00From dead stop to cruising speed – how to learn everything you need to insure your book in under 1 hour! During this fast-paced information-packed session Trey and Steve will help you gain an understanding of key and advanced insurance concepts and how to spot the opportunities as well as the confidence to effectively communicate these concepts with your clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Trey Fairman, J.D., LL.M. and Stephen J. Mancini, Esq.
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Tax Free Investing and Retirement
$25.00Forget about NINGs – if you have clients who want to (1) eliminate state and federal income taxes on their investments, (2) invest in highly tax inefficient assets (think hedge funds, ordinary income producing assets), (3) protect their investments from creditors, and (4) have a source of income-tax free retirement income – we’ve got the solution for you – and it works in all 50 states.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Gunderson, J.D. and Greg Crawford, CFP
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Trusts and Homeowners Insurance – Avoid the Train Wreck
$25.00Financial planning can create large assets that, if insured improperly, may not last long… “We placed the client’s home in a trust, but did we make sure the insurance company reflected that change or actually had the capacity to do so? Most insurance companies are the same, right? A caretaker moved in to take care of our client’s mother, but what happens if they get hurt on the job? We’re fully covered, right?” Joe and Mindy will answer these questions and fill you in on other common mistakes that occur when financial changes are made, but not reviewed with the “other” insurance broker. We will provide Property & Casualty Insurance Review basics with enough knowledge to be dangerous.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Joe Deutsch and Mindy Cagan-Joslin
