Out-of-the-Box Thinking: Charitable Planning Opportunities for the Middle Class (Webinar Purchase)

$74.99

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  • Large Life Insurance Sales Opportunities
  • How to Create Assets for You to Manage
  • Tax-Free Roth Conversion Strategies
  • How to Create Tax Deductions for Your Clients
  • How to Help Your Clients Make an Impact with Their Favorite Charity
  • How to Avoid Capital Gains Tax

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Description

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 Silbernagel, CFP®, LUTCF presents:

  • Large Life Insurance Sales Opportunities
  • How to Create Assets for You to Manage
  • Tax-Free Roth Conversion Strategies
  • How to Create Tax Deductions for Your Clients
  • How to Help Your Clients Make an Impact with Their Favorite Charity
  • How to Avoid Capital Gains Tax