Jim Silbernagel, CFP®, LUTCF is a nationally-recognized industry expert and speaker, concentrating on the main street advisor who wishes to differentiate his or herself from the crowd. Working out of Kewaskum, WI (population 4,004), Jim has learned and mastered unique planning strategies to reach and maintain Top of the Table level production since the year 2000. Jim is also a Member of the Forum 400, which is an elite, invitation-only organization comprised of leaders in production and innovation in financial services. Hire Jim as a keynote speaker or trainer for your organization for $7,500, plus travel expenses (special pricing for NAIFA groups – contact us to learn more). Check out Jim’s most popular topics, and request your favorite today!
Jim Silbernagel’s Speaking Series: How to Do Top of the Table Level Production and Maintain it Year After Year in Middle America
Out-of-the-Box Thinking: Charitable Planning Opportunities for the Middle Class*
In this course, Top of the Table member Jim Silbernagel will teach you easily transferable strategies you can use with your middle class clients so you, too, can reach Top of the Table. You’ll learn how to combine charitable and family legacy goals with retirement income planning, business planning, estate planning, and tax reduction strategies to help your clients reach their goals. These techniques will demonstrate how working closely with attorneys and CPAs will differentiate you from the competition. See advisor feedback.
Out-of-the-Box Thinking: Life Insurance
Life Insurance isn’t just a death benefit anymore! There are living benefits and linked benefits that make it a more valuable asset than ever before. Yes – it’s an asset! Top of the Table member Jim Silbernagel’s in-depth presentation on out-of-the-box thinking on life insurance will open your eyes to opportunities in your existing client base, and teach you how to position the value with your clients in each scenario.
Unlocking Opportunities by Gathering Information*
Learn how to gather information you will need to help your clients prioritize what’s important to them. Identify the proper information to create insurance and investment sales opportunities.
The Family Meeting*
How does an advisor in a town with a population of 4,004 become a million dollar producer? The Family Meeting is the #1 strategy that Jim attributes the majority of his success. Jim will teach you how these meetings will turn your business into a multi-generational machine! You’ll learn how to enhance the value of your practice by making connections with the next generation, create unlimited referrals, earn AUM and avoid losing it when one generation passes wealth to the next, and strengthen relationships with existing clients… while doing the right thing for your clients. Jim has been successfully conducting family meetings for decades, and is currently working with his 5th generation client. See advisor feedback
Roth Conversion Strategies*
Would you rather pay taxes on the seed or the harvest? Taxes are the talk of the town lately, and for good reason! They are historically low for the next 8 years, which means that opportunity is knocking! Jim Silbernagel shows you how to help your clients (and maybe even yourself!) take advantage of the sale on taxes, and set yourself apart from the competition. See advisor feedback
Why Retirement Planning for Joe Lunch Bucket Brings Home the Bacon
Wealthy and affluent Americans generally have access to the brightest minds that money can buy when it comes to managing their finances. But America is predominately middle class and may be the most under-served market by financial advisers. Jim Silbernagel talks middle America money management, and shows you why working in a small market doesn’t mean taking home a small paycheck. During this presentation, Jim reveals his keys to success: a comprehensive planning approach, a focus on cash flow in retirement, a process-centered system and unique marketing campaigns.
The Importance and Opportunities of Basic Estate Planning*
Learn how to collaborate with attorneys to create a trusting relationship with your clients, and the importance of your clients having various documents in place to keep their family in control of important healthcare and financial decisions. Also learn the benefits of avoiding probate, planning for Title 1, and the state tax considerations even with the high exemption amounts.
Ethics in a Financial Planning Practice*
Learn how to run a successful, professional, and ethical practice through the use of coordinating your practice with current law changes, maintaining current knowledge through various uses of channels for education excellence, and education of the general public for a better understanding of insurance and financial issues.