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Jim Silbernagel is an independent agent registered with Concorde Investment Services, LLC. He entered the insurance industry in 1982 followed by the financial services industry in 1986. Jim holds securities licenses; Series 6, 7, 63 and 66. He is insurance licensed for life, health and property/casualty since 1985. Jim has earned both his CFP® and LUTCF designations.
Jim is the creator and host of Real Wealth®, an online radio program for insurance and financial professionals to educate their clients and keep in touch with them between meetings. Jim also leads Power Session LIVE, a monthly best practice and sales ideas session with top industry leaders.
Jim is a 20-year life and qualifying member of MDRT, qualifiying for his first Top of the Table in 2001. He is also a 25-year member of NAIFA, member of FSP, Forum 400, Financial Services Institute, Advisors in Philanthropy, ambassador for Main Street Philanthropy, and past moderator for Junior Achievement. Among other things, he supports IFAPAC, AHIA, the MDRT Foundation and LIFE Happens. In fact, he was a 2006 judge for LIFE Happen’s REAL LIFE STORIES. Jim is a keynote speaker, presenting for many industry groups and companies, including NAIFA, FPA, MDRT and Forum 400. Jim serves Middle America in Kewaskum, WI, a small town of 4,000 people.
Jim has been happily married to Joanne for 29 years. He has two sons, Frank and Warren, and one daughter, Angela. He spends his free time fishing, boating and flying.
Jim’s mission in life is to make a positive, meaningful difference in people’s lives.
Learn more about Jim Silbernagel at RealWealthMarketing.com/About-Jim-Silbernagel.
Jim offers securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC; advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment advisor; and insurance through Real Wealth Insurance Services, LLC (RWI). The Silbernagel Group, Inc. and RWI are independent of CIS and CAM.Check the background of this investment professional on FINRA BrokerCheck
Featured on Real Wealth®
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Podcasts
The Gift That Gives Back
December 5, 2016
Our host Jim Silbernagel has been speaking around the country and training advisors on charitable planning strategies for the middle class that could get you…
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Podcasts
10 Dangerous Misconceptions about Wills and Trusts
July 31, 2017
Are your clients having a hard time distinguishing the difference between wills and trusts? Help clear up potentially dangerous assumptions and misconceptions by sharing this…
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Podcasts
The Art of Strategic Giving
June 18, 2018
Are your clients losing their ability to get deductions because of the new tax law? Are they giving to their local church or favorite charity…
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Podcasts
Debunked
October 5, 2020
As a financial professional, you probably get frustrated when your clients take the advice of unlicensed TV gurus over your own. These gurus, while sometimes…
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Podcasts
Is a Roth Conversion right for you?
November 15, 2021
Tax rates are still low and likely on the rise, which is why if it’s in your clients best interest to do a Roth conversion,…
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Podcasts
Tax strategies for Roth conversions
September 12, 2022
With new tax laws and regulations being put in place on a seemingly everyday basis, it can be difficult for your clients to keep up…
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Podcasts
Top 10 steps for the New Year
January 1, 2024
Pitfalls people may fall into financially when the New Year arrives Actionable steps to financially prepare for the next year Where to find resources for…
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Featured on Power Session LIVE
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Webinars
Charitable Planning Opportunities for the Middle Class: A Deeper Dive (Bonus Session!)
April 27, 2016
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Webinars
Fast & Furious Sales Ideas with the Living Legends Panel
June 10, 2016
What this session covers:
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Webinars
10 Tax Tips for 2017
January 13, 2017
Why you should join: What you’ll learn: You may remember Neil Narveson, CPA from his session with Jim Silbernagel, “Charitable Planning Opportunities for the Middle…
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Webinars
Out-of-the-Box Thinking: Charitable Planning Opportunities for the Middle Class
January 8, 2016
If you’re not already Top of the Table, the ideas from this 1 hour session will get you there. Top of the Table Advisor Jim…
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Webinars
Conquer the 18 Risks in Retirement
June 9, 2017
Do you know the 18 risks your clients, and you, face in retirement? The American College released a report of everything you and your clients…
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Webinars
The Art of Selling Life Insurance
feat. A Panel of Life Insurance LegendsSeptember 8, 2017
Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own…
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Webinars
Charitable Planning Opportunities for the Middle Class – BONUS SESSION
June 19, 2018
ia-ld-a-464-9-2023
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Webinars
LTC- The Tsunami of Opportunity:
A BONUS/Specialty SessionJuly 17, 2019
Learn about Real Wealth LTC Solutions, LLC
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Webinars
Fast & Furious Sales Ideas with the Living Legends Panel
LIVE from Orlando!September 13, 2019
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Webinars
Your Biggest Competitor: The IRS
August 13, 2021
“There are two tax systems – one for informed and one for the uninformed. Both are legal.” – Judge Learned Hand. Don’t pay retail prices…
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Webinars
Year end, and new year, tax planning opportunities – Watch replay for free!
December 9, 2022
This month, join Jim Silbernagel and Rhonda Shirazi and learn about strategies that will help you gain new clients, strengthen relationships with existing clients, and…
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