Nearly every day, a new study is released about the realities of our aging population and how seniors have not properly planned for retirement and/or medical expenses. From the growing Retirement Savings Gap to the Senior Health Care/Long Term Care funding crisis, Seniors should be aware of all their financial options and advisors should be prepared. A Life Settlement can often be the solution for them as they continue their golden years.
Attendees will learn:
Join Don for options you probably didn't know you had with Life Insurance and Mutual Funds! This presentation will cover a variety of topics including
Rising national debt, uncertainty in the markets, an ongoing pandemic and looming threats of increased tax rates all contribute to clients’ reluctance to take needed actions now. This presentation will focus on presenting effective client solutions for retirement and estate planning that allow the flexibility needed to meet clients’ future needs regardless of potential tax changes.
Mark's WHY is to positively impact the lives of others. HOW he does that is by finding better ways to and sharing them. WHAT he brings are simple solutions to help people move forward faster. After a successful 10+ years as a financial advisor, agency owner, NAIFA chapter president, & LILI graduate, Mark has spent nearly a decade launching, scaling, and coaching mid-sized businesses across multiple industries. Come learn the simple, practical, and actionable tools & strategies he has discovered to help you get clear, stand out, and play bigger!
This presentation will discuss programs designed to enable business owners to reposition taxable profits into Tax Exempt Retained Capital TM (TERCTM), using one or more of CapitalSmith's Offset StrategiesTM, including, but not limited to CapitalSmith's Pre-LeveragedTM, and/or Capitalized ESOPTM, as components, which, when properly combined with the appropriate trusts and additional agreements, forms a Fully Insured Financial InfrastructureTM. This results in businesses that have a stronger structure, to accelerate growth, be asset-protected, allow for a smoother more efficient, succession and exit, with higher, NET retirement.
Are YOU ready for change?
Shane will cover a variety of topics during this session: