There’s rarely been a time in history when affluent families have experienced more uncertainty. The most successful financial professionals and advisors we deal with are aggressively leaning into uncertainty with high level communication, risk management and tax strategy. When taxes rise, retirement and family legacy plans are significantly impacted. 

Innovative IUL solutions and solid strategy may help your clients win at the intersection of retirement and legacy.

But it’s not enough to just talk strategy and that’s why we’ll share exciting news about how patent-pending innovation has changed the game in the IUL space.

Most carriers talk about their “hot new product” but they don’t have the 37 issued and pending patents to deliver the goods.

• Who are the best targets for this tax diversification strategy?
• How do you find them?
• What’s the best repeatable, sustainable strategy?
• How do you avoid making today's solutions, tomorrow’s headaches?

Join us June 21 At 11am CT.