The Top 5 Mistakes to Avoid When Helping Your Clients with Senior Care Planning
August 12, 2016The Biggest Boogie Man for Baby Boomers and Beyond
August 29, 2016
P&C Insurance; Understanding Property and Casualty Insurance – Your First Line of Defense
$25.00
Property & Casualty (home, auto, etc.) insurance has become so commoditized that many insurance companies lead customers to believe they can properly structure their insurance online directly. This strategy significantly undercuts insurance’s role as one of the most important ways consumers can ensure lifelong financial security. We want to help you understand the importance of P&C insurance as the foundation of a strong financial house!
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by Mark Miletello, LUTCF, General Agent and Lauren Bottger, Multiple-Line Agent
Property & Casualty (home, auto, etc.) insurance has become so commoditized that many insurance companies lead customers to believe they can properly structure their insurance online directly. This strategy significantly undercuts insurance’s role as one of the most important ways consumers can ensure lifelong financial security. We want to help you understand the importance of P&C insurance as the foundation of a strong financial house!
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by Mark Miletello, LUTCF, General Agent and Lauren Bottger, Multiple-Line Agent
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How to Protect Your Business Owner Clients’ Most Valuable Assets
$25.00This informative technical session will help clients address planning techniques for taking chips off the table sooner, rather than later. The session will also cover different asset protection planning levels, ranging from domestic to offshore planning.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Greg Banner, CPU, CLU and Joe Strazzeri, Esq.
Click play to watch a short video about 'How to Protect Your Business Owner Clients' Most Valuable Assets'
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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
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Help Your Clients Protect Their Business From the Unexpected
$25.00Whether your clients have a large company or a small family-operated business, the profitability of any business is contingent upon intelligent strategy and planning. Protect your book of business by helping your clients maintain a successful and strong business. Understand about strategies to help ensure that all the efforts and money invested in a business will not disappear when the unexpected happens. Through these strategies you and your clients can be protected from:
• Unintended or unwelcome transfers of ownership;
• Heirs being stuck with an inheritance they cannot use;
• Unsecure funding of the transfer of ownership of the business; and
• Potentially lengthy probate cases and lawsuits involving the business.(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Steve Mancini, Esq. and Brooke Jensen, Esq.
