Webinar: Hidden Tax Traps I by CreativeOne

About This Webinar

Looking for ways to gather more assets while helping clients avoid
potential tax pitfalls? This timely program discusses how to utilize the
1040 tax form to determine if clients have additional cash reserves that
can be better positioned for long-term growth. In addition, it highlights
potential tax liabilities associated with a client’s underlying investment
portfolio, and provides strategies for creating tax-efficient retirement
income plans.

Agenda

Uncover client assets using the 1040 tax form
Gain insights on hidden tax traps and how to help clients avoid unintended consequences of non-qualified taxable investments
Discover ways to create tax-efficient income distribution plans for life
Help empower and compel clients to take action on their retirement income plans

Presenters

Delaware Life

We’ve made it our mission to deliver value and results to everyone we work with by:

Building our client-focused products with straightforward features, appealing indexes, and reasonable fees—plain and simple.

Making products available to knowledgeable financial representatives who deliver those products with clarity and integrity to help clients make smart decisions to protect their savings and build for the future.

Creating a seamless, accurate service experience you can rely on from the first moment you
contact us.

Jeng Chiu

Director, Eastern Region

As a National Sales Consulting director, Jeng consults with financial professionals on retirement income planning strategies that focus on risk management, distribution, and tax planning to help them differentiate themselves and build successful, profitable businesses.
With more than 20 years of experience, Jeng has extensive knowledge in client relationship management and strategic planning. Prior to Delaware Life, Jeng was the director of advanced planning for a leading financial company, where he was responsible for educating financial professionals on financial planning topics, conducting workshops at financial roadshows, and developing advanced-sales concepts.
More recently, Jeng was the vice president of relationship management for a leading insurance company, where he created and executed business development plans for top strategic firms and worked with wholesalers to create sales opportunities in the field.
Jeng holds Series 7, 24 and 63 licenses, is a Certified Financial Planner® professional, and earned a Juris Doctorate from the University of Houston Law Center and a bachelor’s degree in business administration from the University of Texas, Austin.

Brendan Payne

director, Western Region

As a National Sales Consulting director, Brendan consults with financial professionals on retirement income planning strategies that focus on risk management, distribution, and tax planning to help them differentiate themselves and build successful, profitable businesses.
As a licensed financial professional, Brendan has extensive knowledge and experience with leadership and creating sales-related goals. Prior to Delaware Life, Brendan was an advanced strategies consultant for a leading life insurance company, where he provided wide-ranging expertise in taxation, IRA rules, and estate and retirement planning.
Brendan is an active member of the Colorado Bar. He earned his JD
from Western New England University School of Law and his LLM in Taxation from the University of Denver. He holds Series 7 and 63 licenses.

Dennis Mattern

VP ~ Training & Development

As an educator and strategist, Dennis believes in helping advisors become the best possible version of themselves. Throughout his career, Dennis has worked in the financial services industry—salesman, financial advisor, recruiter, sales consultant, team manager, regional sales director, and even a founding member of a financial services firm. Every role has taught him something about the industry and together they add up to more than 26 years of invaluable experience.