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Jim Silbernagel, CFP®, CEPS, LUTCF is a nationally and internationally recognized industry authority 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 2001. 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).

View Jim’s full bio and publications he’s been featured in.

Check out Jim’s most popular topics below, and request your favorite today!

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Jim Silbernagel’s Speaking Series: How to Do Top of the Table Level Production and Maintain it Year After Year in Middle America

All topics are available for at least 1 hour and 1 CE credit; some are available for more. Most talks have already been approved in various states for CE, and an outline can be provided for all talks for your group to submit for CE approval. Event organizer is responsible for submitting for CE approval and CE requirements for attendees. 

The Tsunami of Opportunity with Long Term Care

Don’t be left behind! Jim talks about how adding traditional LTC sales and making the distinction between LTC insurance and riders can differentiate your practice from all the rest. Jim has over three decades of LTC sales experience with a wealth of knowledge on the real solutions you can provide to your clients, how to best take advantage of resources like VA Benefits and Medicaid, and about unique products that can fill the gaps left by linked benefits. But before he does that, he identifies the crisis — boomers with aging parents that have no awareness about tools that can help to alleviate their issues, such as the caregiving crisis that necessitates family members caring for their families instead of working.  This topic has been presented to private study groups, in addition to multiple NAIFA chapters. See advisor feedback.

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 (in a Virtual World)

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.

(This talk has been updated in 2020 to include how to run these meetings successfully with technology and tools.) 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

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.

Reverse Mortgages as Part of a Comprehensive Retirement Plan

Building an income plan is complicated work with many what-ifs. It’s critical that we are aware of potential complications and plan for the unknown. Join this session to learn when a reverse mortgage might make sense for your clients’ plans to hedge for obstacles like taxes, falling markets, LTC, and falling home prices. This tool can also provide liquidity for Roth conversions and gifting, plus it can leverage mortgage interest deductions.