Kicking Off the New Year with a Plan to Increase Revenue
July 20, 2016
Heritage Planning – The Third Element to Multi-Generational Planning
July 20, 2016
Trusts and Homeowners Insurance – Avoid the Train Wreck
$25.00
Financial 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
Financial 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
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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.)
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The Bucket Plan – Segmenting Your Money Based on Purpose and Time Horizon
$25.00The two biggest risks to a systematic withdrawal plan are inflation, and something known as “sequence-of-returns risk”. Sequence-of-returns risk is the risk of receiving lower or negative returns early in a period when withdrawals are made from an individual’s underlying investments. The order or sequence of investment returns is a primary concern for retirees who are living off the income and capital of their investments.
Another misconception we see is people think that legacy planning is “just for the kids.” However, legacy planning is actually MOST important for the surviving spouse. Going from married to single tax brackets, the standard deduction is cut in half, marginal brackets shrink, and overall taxes go up dramatically. Added to which, losing one of the two Social Security payments and potential pensions, income is almost always reduced as well. So taxes go up and income goes down for a surviving spouse.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
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Secrets From The Boardroom – Trusts & Public Mutual Funds for Attorneys
$25.00Understand the advantages of Nevada Trust Companies as well as a way to bond with your clients in a very personal way by helping them pass on more than just money. Jeff and Lynsey share ideas to be a hero in front of your clients, tell the truth about “no load” mutual funds, pay fees only for results, and help those with piles of muni bonds avoid the train wreck.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client Analysis
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