Webinar: IUL Declassified May 19-20, 2021 by CreativeOne

CreativeOne

About This Training

Gather more assets and grow your practice with IUL Declassified.

Are you helping clients take advantage of the current tax environment? Advisors who’ve implemented the IUL Declassified strategy have consistently driven six-figure growth with this new approach on taxes. It’s time to discover IUL Declassified.

Target an underserved market who’s thirsty for information and drive immediate results. Increase the long-term value of your clients and prospect a younger generation—from 45 to 70 years of age.

Someone’s paying for the $2 trillion that was just handed out. Do your clients have a strategy to ensure they’re not paying the IRS more than their fair share? Learn how to prevent this with IUL Declassified.

Meet The Presenters

Neil Wilding

Partner & Chief Development Officer for Stonewood Financial

Neil is one of the country's leading experts on tax-efficient retirement income strategies. A noted author and public speaker, Neil co-developed The New Holistic advising approach and co-authored The No-Compromise Retirement Plan.
Becky Swansburg

Partner & Chief Marketing Officer for Stonewood Financial

Becky Ruby Swansburg is Partner & Chief Marketing Officer for Stonewood Financial, and co-author of the industry-leading books The No-Compromise Retirement Plan and The New Rules of Retirement Saving. A nationally-recognized public speaker, Becky has trained advisors across the country on incorporating tax-efficient income planning and new holistic strategies into their practices.
Mike Miller

President, Partner, Chief Executive Officer, CreativeOne

Mike was formerly president and managing director of Global Atlantic Financial Corporation’s life insurance business. Prior to that, he held a number of senior executive-level positions with the former Aviva USA, including executive vice president of life and annuity sales, executive vice president of operations and general counsel.
Pat McEvoy

SVP, Life Sales CreativeOne

Pat’s spent the last decade working with advisors to develop strategies to minimize the impact of taxation, weaving insurance strategies into trusts and helping boutique advisors better serve their clients. He is knowledgeable in carrier strengths and capabilities, and can step in at a moment’s notice to provide accurate information and unparalleled support.
Rena Nicholson

VP, Life Sales CreativeOne

Rena melds her vast knowledge and expertise in the insurance arena with her passion for helping advisors create flexible strategies that positively impact clients. Her knowledge base in traditional life insurance, long-term care and disability insurance makes her indispensable for solving client needs with even the most-complex insurance applications.

Webinars in this Series

Solving your clients’ pain and prospecting with today’s IUL story and group disc

IUL Declassified May 19, 2021 Session #1

Wednesday, May 19, 2021 · 10:00 AM CDT

IUL Declassified Session #1: Solving your clients’ pain in today’s market.

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Evaluating your client’s tax, income and risk while overcoming objections.

IUL Declassified May 20, 2021 Session #2

Thursday, May 20, 2021 · 10:00 AM CDT

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