Split Dollar

During this 15 minute webinar we will explore the intricacies of Split Dollar Life Insurance. Learn how this powerful strategy can be used for executive compensation, estate planning, and tax optimization, with expert insights on the benefits, structures, and potential pitfalls.

(Recorded on: 12/18/2024)

Premier Bonus

During this 15 minture session, we will be discussing the tax-advantaged way your business owner clients can attract and retain key-employees while rewarding themselves in the process through premier bonus.

(Recorded on: 12/5/2024)

Rate Certain Annuity

This webinar session will discuss the key elements of Rate Certain Annuity such as garanteed rates, growth potential, and tax deferred accumulation.

(Recorded on: 11/18/2024)

SLATs

This 15 minute webinar sessions will cover an overview of a Spousal Lifetime Access Trust and it’s importance in financial planning.

(Recorded on: 10/23/2024)

Top 10 IULs

During this info-packed session we will review the key features and benefits of the Top 10 IULs. There will be additional information regarding how IULs can serve as a versatile financial tool for retirement planning and wealth accumulation.

(Recorded on: 10/9/2024)

Traditional Premium Financing vs The Leveraged Life Program

During this info-packed session we reviewed a traditional premium financing case and discussed a potential alternative funding strategy called “The Leveraged Life Program”.

(Recorded on: 7/25/24)

Upgrade Your Client’s Term Policy

During this 15-minute info-packed session we are going to show you a strategy that could “enhance” your clients term life insurance policy, improving their overall situation.

(Recorded on: 7/11/24)

Top 10 Indexed Universal Life Insurance Products

During this 15-minute info-packed session we reviewed our rankings of the top 10 Indexed Universal Life Insurance Products currently on the market. Input your information below to watch the recording:

(Recorded on: 6/13/24)

GUL vs Protection IUL

During this 15-minute info-packed session we compared a Guaranteed Universal Life (GUL) insurance product to, what certain carriers are calling, a “Protection” Indexed Universal Life (IUL) insurance product.

(Recorded on: 5/23/24)

Split Dollar Life Insurance

During this info-packed session we go over everything you need to know to set up a split dollar plan.

Buy Term & Invest the Difference: A Myth Dispelled

Many advisors preach that buying term life insurance and investing the difference one would spend on a permanent policy is the best route. During this session we discussed flaws with this strategy and cover a potential alternative.

(Recorded on: 4/18/24)

Life Insurance for Business Owners: Premier Bonus

During this 15-minute info-packed session we discussed a tax-advantaged way your business owner clients can attract and retain key-employees while rewarding themselves in the process.

(Recorded on: 4/4/24)

How to get referrals from CPAs

During this 15-minute info-packed session we will discuss how you can form relationships with CPAs in order to get referrals from them over time.

(Recorded on: 3/21/24)

Insured Family Legacy

During this 15-minute info-packed session we reviewed a strategy to help grandparents plan a legacy for the benefit of their children and grandchildren using life insurance.

(Recorded on: 3/7/24)

How to Present a Life Insurance Retirement Plan

During this 15-minute info-packed session we reviewed a strategy to help you increase your life insurance sales in the pre-retiree market by presenting a Life Insurance Retirement Plan.

(Recorded on: 2/22/24)

2024 Annuity Update – Product Performance & Positioning

During this session we reviewed American National’s fixed deferred annuity products (MYGA + SPIA) as well as their fixed index annuity products (ASIA Plus 10 and 7).

(Recorded on: 1/4/24)

Live Case Study: Life Insurance Retirement Plan

Join us to walk through a live case study over a Life Insurance Retirement Plan (LIRP).

(Recorded on: 9/20/22)

Save Taxes Now, Get Tax-Free Income Later

A high-level split dollar strategy, utilizing life insurance, designed specifically for business owners.

(Recorded on: 7/26/22)

Helping Business Owners Maximize their Retirement

A case study to determine life insurance products that are best for helping business owners save for retirement.

(Recorded on: 6/21/22)

IUL with Best-In-Class Index Options

A review of various index options for IUL products currently on the market.

(Recorded on: 5/19/22)

The Best GUL on the Market

A Comparison of GUL products currently on the market.

(Recorded on: 5/3/22)

Turn-Key Premium Financing

An enhanced premium financing strategy that allows your clients to leverage their contributions to generate tax-free income.

(Recorded on: 10/18/21)

Discussing Risk-Control Indexes

An analysis of IUL products utilizing the S&P MARC 5 (er) index.

(Recorded on: 8/3/21)