The Gathering 2018 – How to be a Business Influencer – Your Pathway to Motivation
March 22, 2018The Gathering 2018 – Exit Planning from an Income Tax Perspective – Getting Your Bigger Bucket
March 22, 2018The Gathering 2018 – Modern Uses for Life Insurance and Long-Term Care: Protecting Your Future Relationships
$25.00
Ok, its back to the future time. Considering the large number of family owned businesses, new tax laws, and possible transitions – practitioners need to understand the uses, benefits, liabilities, and dangers of life insurance, long-term care, and retirement distribution planning. Join experts Trey and Cindy as they de-mystify and explain these potential complications.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Trey Fairman, JD, LL.M. and Cindy Eisenhower
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Ok, its back to the future time. Considering the large number of family owned businesses, new tax laws, and possible transitions – practitioners need to understand the uses, benefits, liabilities, and dangers of life insurance, long-term care, and retirement distribution planning. Join experts Trey and Cindy as they de-mystify and explain these potential complications.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Trey Fairman, JD, LL.M. and Cindy Eisenhower
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Related products
-
Add to cart
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
-
Add to cart
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.
-
Add to cart
Savvy Social Security Planning: What CPAs, Attorneys, and Other Professionals Need to Know About Social Security Claiming Strategies
$25.00Discussion topics include: File and Suspend, Claim now and Claim more later, filing a restricted application. Spousal and survivor benefit issues and maximizing strategies. We will further discuss: The earnings test, actuarial reduction, FRA, PIA, DRC, POMS and the rest of the SS alphabet soup.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Ryan Hyslop, AMSS
