CLICK HERE TO REGISTER On April 9, learn how to increase your clients' estate value by combining tax strategies and life insurance. In this web series, we present a case study on how an integrated approach can generate flexible retirement income while increasing shareholders' net estate value. iA Webseries: Expertise that drives growth THIS WEBINAR IS NOT IDC WIN HOSTED. ...
CLICK HERE TO REGISTER Why attend? Many entrepreneurs spend decades building their businesses—but surprisingly few have a clear strategy for how they will eventually step away. For advisors, this creates a powerful opportunity: helping business-owner clients move from building wealth inside their company to converting that value into personal financial freedom. In this Discovery Series webcast, Wendy Brookhouse, EMBA, CHS, CFP™, CSC—Financial ...
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 ...
CLICK HERE TO REGISTER With a new season on the horizon, IDC WIN’s Spring Education Days are set to deliver fresh insights and opportunities designed to support advisor success. This year, we’re zeroing in on what matters most to you. Expect insights from carrier partners, practical ideas you can put to work right away and meaningful opportunities to connect with peers. Our sessions are built around the ...
CLICK HERE TO REGISTER With a new season on the horizon, IDC WIN’s Spring Education Days are set to deliver fresh insights and opportunities designed to support advisor success. This year, we’re zeroing in on what matters most to you. Expect insights from carrier partners, practical ideas you can put to work right away and meaningful opportunities to connect with peers. Our sessions are built around the ...
CLICK HERE TO REGISTER With a new season on the horizon, IDC WIN’s Spring Education Days are set to deliver fresh insights and opportunities designed to support advisor success. This year, we’re zeroing in on what matters most to you. Expect insights from carrier partners, practical ideas you can put to work right away and meaningful opportunities to connect with peers. Our sessions are built around the ...
CLICK HERE TO REGISTER With a new season on the horizon, IDC WIN’s Spring Education Days are set to deliver fresh insights and opportunities designed to support advisor success. This year, we’re zeroing in on what matters most to you. Expect insights from carrier partners, practical ideas you can put to work right away and meaningful opportunities to connect with peers. Our sessions are built around the ...
CLICK HERE TO REGISTER With a new season on the horizon, IDC WIN’s Spring Education Days are set to deliver fresh insights and opportunities designed to support advisor success. This year, we’re zeroing in on what matters most to you. Expect insights from carrier partners, practical ideas you can put to work right away and meaningful opportunities to connect with peers. Our sessions are built around the ...
CLICK HERE TO REGISTER With a new season on the horizon, IDC WIN’s Spring Education Days are set to deliver fresh insights and opportunities designed to support advisor success. This year, we’re zeroing in on what matters most to you. Expect insights from carrier partners, practical ideas you can put to work right away and meaningful opportunities to connect with peers. Our sessions are built around the ...
CLICK HERE TO REGISTER With a new season on the horizon, IDC WIN’s Spring Education Days are set to deliver fresh insights and opportunities designed to support advisor success. This year, we’re zeroing in on what matters most to you. Expect insights from carrier partners, practical ideas you can put to work right away and meaningful opportunities to connect with peers. Our sessions are built around the ...
CLICK HERE TO REGISTER In this CE credited presentation, we’ll take a deeper look at how Equimax® participating whole life insurance can complement traditional investments by enhancing tax efficiency, increasing retirement income flexibility, and delivering a more efficient estate transfer. Advisors will walk away with a clearer, more strategic framework for positioning whole life insurance in advanced planning conversations. Speaker: ...
