About This Webinar
IUL Declassified Session #2: Evaluating your client’s tax income and risk and how to overcome objections.
Agenda
  • Maximizing IUL Benefits After AG-49A
  • Prospecting & Marketing IUL to Grow Your Practice
  • Advanced Strategies with IUL
Presenters
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    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.
  • 1610057425-c63eb24e83c9447d
    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.
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