IUL Declassified Session #1: Solving your clients’ pain in today’s market.
Agenda
Welcome & Why IUL Now
Solving Your Client’s Biggest Pains: Taxes, Growth and Flexibility
Developing & Delivering New Holistic Retirement Plans
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.