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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
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.