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