Events
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Lincoln Financial: Which IUL is Best for your Client’s Needs?
Which Lincoln IUL is best for your client’s needs? The answer of course, it depends, as no two clients are exactly the same. And fortunately at Lincoln, you have multiple options when considering a product with indexed features. 3 individual indexed universal life products and 1 survivorship indexed universal life product A variable product with optional […]
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Spousal Lifetime Access Trusts (SLATs) – Accumulate, Access, and Transfer Wealth
Please join us on Thursday, August 10, at 2 p.m. ET to explore the power of SLATs. See how a SLAT can give clients accessible income for one spouse via a trustee during his or her lifetime, provide estate protection and liquidity, and minimize income and estate taxes. Don’t miss it! Reserve your spot now
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Mutual of Omaha: Secure Transfer Planning Webinar
Join Mutual of Omaha’s Advanced Markets team to learn how life insurance can help clients leverage their current assets to secure the most tax-efficient wealth transfer plan for their family. Date / Time: Wednesday, September 13, 2023 | 11:00 am, EST Click Here to Register Today