Advisor's Resource Company

Spousal Lifetime Access Trusts can be a powerful, financial planning tool. Expand your knowledge of SLATs by attending our upcoming 15-Minute webinar 10/23/24. Click the link below to register and get your zoom link. https://lnkd.in/gUekvBRJ

Business owners might think of life insurance as a tool just to protect their family, but life insurance can serve more purposes than just basic protection. Setting up a key-person policy, incorporating life insurance into their buy-sell agreements, or saving for retirement is equally as important as the life insurance death benefit for those who own or operate a business. Continue reading by following the link below... Have questions? Let's discuss. Contact danniel.kazi@advisors-resource.com to set up a meeting.

Business owners might think of life insurance as a tool just to protect their family, but life insurance can serve more purposes than just basic protection. Setting up a key-person policy, incorporating life insurance into their buy-sell agreements, or saving for retirement is equally as important as the life insurance death benefit for those who own or operate a business. Continue reading by following the link below... Have questions? Let's discuss. Contact danniel.kazi@advisors-resource.com to set up a meeting.

Take your life insurance sales to the next level...in 15 minutes! Join us for our upcoming webinar on 10/9/24, where we will be reviewing the Top 10 IULs. Register here: https://lnkd.in/gRYwbsZz This breif webinar will provide valuable insights that can help you make more informed decisions for your clients. Don't miss out on this opportunity to gain expert knowledge and ask your questions during our Q&A session! We look forward to seeing you there! #Webinar #LifeInsurance #ExpertKnowledge #WorkingTogether

This is your last chance to sign up for our 15-Minute virtual meeting Split Dollar Life Insurance: https://lnkd.in/gUXtMbaT During this 15-Minute info-packed session we will discuss everything you need to know about a Split Dollar Plan. 📅 Date: TOMORROW at 3:30 PM Central Time ⏰ Time: 15 minutes 📍 Where: Zoom

This is your last chance to sign up for our 15-Minute virtual meeting: https://lnkd.in/gvhVUVST Many advisors preach that buying term life insurance and investing the difference one would spend on a permant policy is the best route. TOMORROW we will discuss flaws with this strategy and cover a potential alternative. 📅 Date: TOMORROW at 3:30 PM Central Time ⏰ Time: 15 minutes 📍 Where: Zoom

In just 15-Minutes, learn everything you need to know about an Insured Family Legacy Plan: https://lnkd.in/dhV9W9ks I wanted to share the recording from one of our recent 15-minute virtual meetings. During this info-packed session we reviewed a strategy to help grandparents plan a legacy for the benefit of their children and grandchildren using life insurance.

This is your last chance to sign up for our 15-Minute virtual meeting. TOMORROW we will discuss a tax-advantaged way your business owner clients can attract and retain key-employees while rewarding themselves in the process: https://lnkd.in/gb_-bgVA 📅 Date: TOMORROW at 3:30 PM Central Time ⏰ Time: 15 minutes 📍 Where: Zoom

In just 15-Minutes, learn how to present a Life Insurance Retirement Plan (LIRP): https://lnkd.in/gB27a-3B I wanted to share the recording from one of our recent 15-minute virtual meetings. During this info-packed session we reviewed a strategy to help you increase your life insurance sales in the pre-retiree market by presenting a Life Insurance Retirement Plan.

This is your last chance to sign up for our 15-Minute virtual meeting. TOMORROW we will be explaining how you can get more referrals for life insurance prospects by leveraging relationships with CPAs: https://lnkd.in/gNiVsY4j 📅 Date: TOMORROW at 3:30 PM Central Time ⏰ Time: 15 minutes 📍 Where: Zoom