Life Insurance Policy Audits – Are you Liable?
April 23, 2018
VA Aid and Attendance – Who, What, When, and How
May 14, 2018
EPI Webinar – Standalone Practice Launch
$0.00
The EPI community is home to advisors from across the industry, with different entering disciplines and varied goals for how they will integrate exit planning services into what they do. For many, they tack on exit planning services to their existing firm and product. For some, they take the plunge and create standalone firms fully dedicated to provide exit planning and value growth services as their exclusive offering.
This is no small feat. It demands a high level of entrepreneurship, leadership, and organization. This month, we are thrilled to have a successful expert who accomplished just that. And, this session will give you the insights you seek and an open-mic opportunity to ask your questions, share your knowledge, and develop best practices.
(Purchase of this product will include a Video recording of the presentation.)
Presented by Steven Mancini, Esq. and Shelley Lightfoot, Executive Director
The EPI community is home to advisors from across the industry, with different entering disciplines and varied goals for how they will integrate exit planning services into what they do. For many, they tack on exit planning services to their existing firm and product. For some, they take the plunge and create standalone firms fully dedicated to provide exit planning and value growth services as their exclusive offering.
This is no small feat. It demands a high level of entrepreneurship, leadership, and organization. This month, we are thrilled to have a successful expert who accomplished just that. And, this session will give you the insights you seek and an open-mic opportunity to ask your questions, share your knowledge, and develop best practices.
(Purchase of this product will include a Video recording of the presentation.)
Presented by Steven Mancini, Esq. and Shelley Lightfoot, Executive Director
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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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Trustee Training – Rights and Responsibilities – Kim and Steve
$25.00A client or a client’s family member has just passed away and now the successor trustee must serve as trustee of the living trust. Are you prepared to handle the myriad of questions that successor trustees will have regarding their rights and responsibilities? Are you aware that tax and investment advice may be different in these situations? To help avoid personal liability, a trustee must seek professional financial, accounting, and legal advice. This course is an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties. It addresses the need for legal, tax, accounting, and complete investment planning in trust administration.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Kimberly Vawter, Esq. and Stephen Mancini, Esq.
Click play to watch a short video about ‘Trustee Training – Rights and Responsibilities’
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Your Client Will Run Out of Money Without Proper Distribution Planning – for ICAs
$25.00John and Steve will discuss the challenges retirees face when converting from accumulation to distribution at retirement. They will introduce time segmented retirement distribution planning and the fiduciary responsibilities associated with this method – as well as viable options for leading a prosperous lifestyle with some guarantees.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP®, EA, CFP® and Steve Mancini, Esq.Click play to watch a short video on ‘Your Client Will Run Out of Money Without Proper Distribution Planning’
