This content is not compliance approved.

Please fill out the request access form so we can get it re-approved and make it available to you.

Jim Silbernagel

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

$74.99

Real Wealth® Advisors rate this session:
Our Score

  • 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

Category:

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

Related products