Anchors & Advantages:
Prepare for Better: Effective Wealth Transfer Strategies
Join E4 Insurance Services and John Hancock in Fargo for a focused look at Wealth Transfer Strategies, and the opportunity it presents for your practice.
Steve Walker of E4 Insurance Services will share both “every day” planning concepts, along with advanced planning concepts, using real-world cases to show how your clients can optimally transfer wealth to the next generation. Steve will be joined by Brad Newcomb, Regional Vice President with John Hancock, who will also introduce John Hancock’s exclusive Longevity Preparedness Index.
Planning for a longer, healthier, better life starts where your clients stand today. John Hancock’s new Longevity Preparedness Tool gives you and your clients a quick, clear snapshot of their current readiness to age – and what steps can help improve it.
Event Details:
Date: Tuesday, August 11th
Time: 9:30 am – 12:00 pm (Lunch will be provided at noon)
Location: E4IS Office (2280 45th St S, Basement Conference Room)
Captains:
- Steve Walker, CLTC, LUTCF, Vice President of Institutional Accounts & Partner
John Hancock
- Brad Newcomb, Regional Vice President
Anchors & Advantages: Prepare for Better
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