$25.00
Did 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
Did 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
Life insurance is often intended to fulfill a valid need in your client’s estate plan, but is the policy sold always appropriate, or even necessary? In today’s changed world of taxation, client bias, and fiduciary responsibilities, Trey share a refreshing approach to illustrating the varied considerations for life insurance.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Trey Fairman, JD, LL.M and Laura Stees, CPA
Click play to watch a short video about ‘Is Life Insurance Really Only About the Illustration of a Bucket, Two Graphs and Five Needs?’
Life insurance is often intended to fulfill a valid need in your client’s estate plan, but is the policy sold always appropriate, or even necessary? In today’s changed world of taxation, client bias, and fiduciary responsibilities, Trey and Steve share a refreshing approach to illustrating the varied considerations for life insurance as well as how to more thoroughly assist your clients in their insurance planning choices.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Trey Fairman, J.D., LL.M. and Stephen J. Mancini, Esq.
Click play to watch a short video about ‘Life Insurance – Appropriate? or Even Necessary?’
Discussion topics include: Fundamental changes to the Social Security system enacted by Congress in early 2016 and how to maximize lifetime benefits. Navigating the complex World of Social Security and the various questions you will face from clients on the earnings test, actuarial reduction, delayed retirement credits, full retirement age, primary insurance amount, survivor benefits, and income optimization.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Daniel Morilak
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