Webinar: IUL Declassified May 20, 2021 Session #2 by CreativeOne

CreativeOne

About This Webinar

IUL Declassified Session #2: Evaluating your client’s tax, income and risk while overcoming objections.

Agenda

Maximizing IUL Benefits After AG-49A
Prospecting & Marketing IUL to Grow Your Practice
Advanced Strategies with IUL

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.

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.