THRIVE During the Economic Downturn

“Great to learn how important it is to consider taxes and that taxes are going to have more of an impact on a retirement than market downturns. Great presenters.” – Steve Hennessy

“Very good session. Love Van and his thoughts.” – John Blazevich

“Transferable sales ideas.” – Alan Kifer

“Great info and insight!” – Damian Calato

“Loved the thoroughness of the planning process.” – Kyle Volokhov

“Van never fails to impress and give great ideas for use with clients.” – Robert Edgin

“Valuable tax info.” – Fabiola Pastorino

“I really enjoy the practical real life sales tools presented.” – Nick Davidson

“The sales ideas were solid.” – Timothy Mcqueen

“Van – Always love to hear him speak! Great job!” – Jon Voegele

“Great to understand how taxes can help in selling Life Insurance.” – Fred Callahan

“The sales ideas were terrific!” – David Janson

“The tax savings ideas were great.” – Kevin Brown

“Loved hearing the methods of moving IRA money out, declaring income, and reinvesting in life or annuity.” – Mark Passow

“I don’t believe I have heard a better description of why Variable Life policies fail, than Jim’s description….it mirrors my own experience. I just never had someone describe the failure process in plain English. Refreshing session and to hear Jim’s honesty in saying he could have been wrong.” – Rich Lazarski

“Amazing content.” – Jeff Hochwalt

“It was all very informative. From beginning to end. I look forward to the follow up email.” – Sabrina Mason

“Van continues to provide insight beyond awesome! Please continue having more of the same type of webinars!” – Richard Orred

“Looking forward to using some of the tax concepts.” – Raymond Sternberg

“Great value proposition on cash value LI.” – Mark DeGrave

“Valuable ideas to leverage our assets.” – Donald N Pacheco Jr

“DOL Fiduciary Update was valuable.” – Joshua Dobbs

“Valuable tax discussion. Great job.” – John Wheeler

“Thanks for the DOL discussion.” – Kevin Krusenoski

“True info on the DOL issue.” – Thom Trimble

“Valuable sales ideas.” – Woody Syverson

“Timely discussion & ideas.” – Dennis Kistner

“Good tax strategies.” – Jody Parker

“Great ideas and concepts discussed.” – Michael Kleen

“Loved the emphasis on using the tax code in the presentations.” – Randall Reichenbach

“Strategies and language were fantastic.” – Erin Reilly

“Thanks for the update on DOL-BIC contract. Good job.” – Casey Eden

“Loved the sales ideas on the economic discussion.” – Kathleen Rankin

“All was valuable. Thank you.” – Stan Hefner

“Learned about reducing taxes for our clients and the strategies to do that.” – Joe Swiderski

“These webinars are always valuable.” – Debra Stein

“Van Mueller is simply awesome. Great ideas from him and Jim.” – Douglas Nurenberg

“Awesome Life Insurance segment, would love to listen again!” – Lisa Hatterman

“All was valuable – hard to set one idea above another.” – J Cornell Svaren

“Everything was great.” – Jim VanderWaal

“Loved talking about taxes. This is of value to members.” – Ken Robey

“Everything discussed today was so vital to my business I cannot pick which topic was most valuable other then ALL!” – Beth Fahning-Hanggi

“Good ideas and excellent update on DOL. Keep up the good work.” – David Bailey

“Detailed information and facts.” – Michael Antkowiak

“I found all topics valuable, but most important was Critical Care. Looking forward to more of your monthly presentations.” – Constance Hendrickson

“Van and Jim gave great sales ideas.” – John Burrell

“Excellent!” –  Dean Hempel

“Loved the verbal nuggets given on how to communicate to prospects/clients.” – Glenn Newlin

“Awesome selling opportunities in Life insurance. Enjoyed this session very much. Thank you.” – John Ranieri

“Great discussion of leverage and taxes pertaining to Life Ins.” – Matthew Berger

“Sales Ideas and the DOL discussion were all great.” – Bruce Barteau

“Certainly enjoyed the insights into sales presentations based on tax consideration as well as the update on the DOL situation.” – Sarah Kerr

“Valuable sales strategies and approach.” – Daniel Humphrey

“Learned a lot! Reviewing clients’ tax situations over their investment performances. How to take taxable income/distributions off the Tax table!” – Joe Anthes

“Great concepts and being reminded how noble our profession is.” – Rick Lam

“Great ideas on how to be a master communicator. Great simple sales ideas.” – Matthew Echelmeier

“Thanks for the product and legislative education. Keep this format coming!!” – Chris Kallen

“Great session on Life & Annuity Sales Ideas, Critical Illness Ins as part of a retirement plan & DOL Update.” – David Kikoen

“Different perspectives about current economic condition.” – Willie Franklin

“Using Critical Illness in talking about future medical and retirement goals. Leveraging assets. What a great conference call!” – Charles Chalker

“Everything was great.” – Stephen Ashley

“Great tips, language and updates on the industry.” – Rich Kettley

“Van Mueller is a rock star.” – Robert Hill

“Great information about the subject/problem.” – Robert Hughes

“The use of the Tax Tables to assist your clients in finding “tax free” money to increase their tax free returns!!!” – James Van Ham

“Rejuvenated the excitement behind some of the things I do already. Gained a couple ideas using the taxes portion of the webinar. Thank you to Van for his impassioned request for all to join NAIFA!!!” – Rick Shaheen

“Thanks for the fiduciary update.” – Randy Mader

“Great discussion about importance of critical illness insurance.” – Rodney Trottman

“I appreciated the background on the DOL. And of course all the encouragement from Jim and Van about the value of NAIFA. Thanks Guys!” – Laura DeGolier

“Great ideas on how to make the sale – start with their opinion on market, and largely go from there.” – Alan Capewell

“Sales ideas from successful and passionate speakers. Also appreciated Mr. Dougherty taking time to update on the DOL ruling.” – Tim Whisler

“Great life ins sales ideas.” – Jeff Reilly

“Everything. Great information and strategies presented!” – Ryan Davis

“New insights to help clients engage in the decisions about their solutions. The approaches and rationales were mind-opening !!!” – Franklin “SKIP” Walter II

“Importance of explaining to our clients how much tax efficient withdrawals impact the longevity of their portfolio’s more than returns.” – Steve Bowlds

“Loved Van Mueller’s sales ideas.” – Bonnie Baglien

“ALL OF IT was awesome.” – Dave Toeben

“Loved “find the money” ideas/taxes!” – Kim Colby

“Great potential sales ideas and DOL clarification.” – Chad Hruska

“The talk about what they see ahead for the economy and the strategies to be prepared.” – Jim Kontopoulos

“Simple presentations and analysis were great.” – Laurel Ziemann

“Great information being disseminated.” – Patrick Linehan

“Loved hearing the technique of removing money from a qualified plan with little or no taxation.” – Elmer Brinkman

“Harvest gains from tax savings for other products for clients. I thought the entire session was excellent.” – Ronald House

“The reason for the market upswings and the sales ideas. Always great to hear Van.” – Bekki Harper