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Web Series

 

 

Do you have business intelligence, research, performance data and education that will help the bank insurance and securities community make better-informed business decisions, grow their businesses, and advance their personal brand and professional stature? Then submit a webinar proposal!   

Looking for a past webinar that you attended or your co-worker recommended, including our past regulatory and compliance webinars?  Check out our webinar archives!

Webinars are free for member companies and $50.00 for non-members. If you have questions about membership, please call 202-367-1111.

 

September 7, 2016 

Title: Implementing Asset Based Insurance 

Presented By: Joshua Henry, JBC Companies 

Date: Wednesday, September 7, 2016

Time: 2:00 - 2:30 PM EDT

Cost and Registration: Free for BISA Members; $50.00 for non members (click here). 

Implementing asset based insurance within your practice will help protect your client’s wealth from poor health and poor planning.

Like the three legs of a stool, strong, stable, and strategic financial planning accounts for both focused intentionality and balanced priorities. These three areas of financial focus include saving for emergencies and future goals, maximizing income through investments, and addressing extended health care and other critical insurable needs with protection.

In this webinar you will learn:

· Case studies for outperforming CD’s

· What to do with unneeded RMD’s

· Cash value policy’s with 1035’s

Presented by Joshua Henry, Sales and Marketing Consultant, JBC Companies. 

 


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