Webinar: March Unplugged: Life Insider by CreativeOne

WEBINAR ENDED

About This Webinar

Extraordinary and monumental changes are happening in 2021.

To name a few … AG 49-A, IRC Section 7702 and the Democrats controlling three branches.

The bottom line? There’s short-term confusion, but it’s going to be net-positive for our industry and create extensive opportunities to add value to your relationships.

From questions regarding protection, accumulation, death benefits to increased contributions without incurring MECs … everything is on the table in this series.

Right now, there are attractive, powerful stories to take to market. Join us for a deep dive into what’s happening, how carriers are responding and how the market is unfolding in 2021. You’ll learn ways to identify foot patterns of what clients want, key talking points as well as takeaways. Think from theory to sales concept, to actual application in a client meeting.

2021 is going to be a fun ride! Join us for a roadmap on how to leverage your relationships and increase your value to clients.

Register for the Unplugged series and plug into education and insider knowledge!

Presenters

Wendy Hartley

Justin Smith

Principal, Balanced Strategies

Justin is the founder of Balanced Strategies, LLC, and leads Advantage Insurance Network’s joint resource platform, AdvantagePoint. Justin is also a Principal of Cavalier Associates, a national life insurance brokerage general agency, and a founding Principal of America’s Top Planner™. He serves as a member of various industry groups, including AALU, and has served as a board member of Forum 400 as well as his local Society of Financial Services Professionals chapter. Justin is a graduate of the University of Oregon where he earned his Bachelor of Science in Economics.

John Reed, Jr.

Senior Consultant, Balanced Strategies

John helps wealth holders, advisors and strategic partners implement and maintain advanced wealth/business protection and transfer strategies. He currently serves as a Finance Commissioner to the city of Newport Beach, Calif., is the immediate past president of The Elite OC: Young Professionals Giving Back, and is a graduate of University of Cincinnati, where he received his BS/MS in Aerospace Engineering as well as his MBA.

James Christie

Senior Consultant, Balanced Strategies

James spent over a decade with one of the largest life insurance companies in the United States. Before joining the team, James was the Vice President and head of Competitive Market Solutions for Lincoln Financial Group where he led a team of 20 professionals that focused on competitive analysis, advanced planning, product manufacturing and internal and external customer training for life insurance and long-term care. James received an MBA in Leadership and a BS in Management from Franklin Pierce University. He was also named one of the Top 25 rising stars under the age of 40 in life insurance distribution by LIMRA.

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.