CLICK HERE TO REGISTER Locked-in retirement accounts (LIRAs) are often misunderstood, yet they play an important role in retirement income planning when clients leave an employer, go through a marital breakdown, or receive pension assets as a survivor. This webinar explains how LIRAs work, how they differ from RRSPs, and the rules around access, withdrawals, and conversion at retirement. We ...
CLICK HERE TO REGISTER 1 CE credit (You must sign in on time and stay logged on for the full presentation to receive your credit) **Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**
CLICK HERE TO REGISTER An overview of how our Health and Dental SBB solution has changed the way small business owners have purchased benefits for their employees. Our 100% nationally pooled program has been a huge benefit in maintaining costs for small business owners. Please join us to learn about all the unique advantages we offer with our SBB plan ...
CLICK HERE TO REGISTER The Four Questions That Instantly Change Financial Conversations Open your financial conversations with prospects by helping them discover money they may be losing unknowingly and unnecessarily. In this live demonstration, Circle of Wealth® executive coach Starr Barnum will show how financial professionals use the Circle of Wealth® framework to guide prospects through the four most important questions ...
CLICK HERE TO REGISTER Life insurance is a highly flexible financial tool, yet many clients and advisors view it solely through the lens of a death benefit. In a landscape where marginal tax rates often exceed 50%, exempt life insurance can help clients manage the annual "grind" of taxation on investment income. This webinar explains how to strategically access policy ...
CLICK HERE TO REGISTER Do any of your business owner clients need a tax-efficient CI strategy to compliment their retirement plans? While also protecting themselves and their business? Join us for an insightful session geared toward successful business owners looking to safeguard the future of their companies. We’ll explore how critical illness insurance can play a powerful role in ensuring ...
CLICK HERE TO REGISTER The Accessing Cash from Your Life Insurance Policy presentation equips advisors with practical, real world strategies to help clients unlock the value within their permanent life insurance. It explores the most common ways to access cash, including an overview of the exempt test, the tax treatment of cash value withdrawals and policy loans, the use of ...
