Stephen F. Anderson CLU ChFC CFP® PensionQuote™ Midwest Marketing Director/Advanced Insurance Designer Financial services professional with over 30 years of experience with a practice focused on financial planning, investments, estate, and business life insurance for high net worth individuals, [...]
Richard Thoma from Securian joins E4IS to talk about how existing life insurance policies can use a split 1035 design to help the client achieve more than just a legacy objective. Holistic planning demands that we look beyond a [...]
Patrick Robertson, Jr. from AIG joins the B.R.E.W. to show how permanent life insurance can be used to provide additional tax-free income for retirees. He gives tips on how to present this strategy to clients, understanding the costs, and [...]
Join Dave Weber from Mutual of Omaha who discusses the use of low cost, guaranteed Indexed Universal Life products that carry built-in chronic and critical illness riders. LTC needs will be a reality for the majority to today’s 65 [...]
Craig Geiger and Bob Vosko from Lincoln Financial review the SECURE Act and CARES Act. Both of these pieces of legislation have changed the financial planning landscape in critical ways for IRA and 401(k) owners. These changes create opportunities [...]
Join Jason Jafferis from Prudential who will discuss the challenges presented by clients who decide to take policy loans from existing life insurance contracts. What is a Mirrored Loan? And how can you apply this strategy to help clients [...]
Brian Kelly from Human API talks about a revolutionary tool to help simplify life insurance underwriting and policy issuance. With the vast majority of health providers using Electronic Health Records, this new tool makes it easy to completely digitize [...]
Chase Rudy of E4 Insurance Services joins the BREW to discuss how the Ensight tool helps advisors visually and numerically present life insurance and annuity solutions in a context of life risks and market opportunities.
Join Andrew Herrera from North American who presents the new Smart Builder IUL product, a unique solution that provides a combination of growth opportunity, legacy planning, and access to cash for people who have “lazy assets”. [...]
Small business owners represent a largely untapped source of business and referrals for financial professionals. But how do you even get started talking with them? Join Mason McKinnie for a discussion of how to go about initiating conversations to [...]