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Title: Income Planning and Crossing Over to Advisory
Presented By: Wes Jackson & Luke Decker, JBC Companies
Date: Wednesday, February 22, 2017
Time: 2:00 - 2:30 PM EST
Are your clients’ goals reducing taxes, increasing their quality of life, growth to hedge against inflation, a higher spendable income, or taking away direct market risk? We want to show you how to accomplish these goals and put our Income Growth Tool to work for your clients!
The objective with our Income Growth Tool is to provide a better alternative to the commoditized rate shopper transaction. The tool’s genius is a one page simple illustration.
The focus is on converting a rate driven scenario into a need-based solution. Join us for an old idea transformed into a life changing scenario.