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
