We had a great time visiting and collaborating with you in Elkhart Lake!
Scroll down to:
- See Event Photos
- Learn More about Charitable Planning Opportunities for the Middle Class
- Grow NAIFA Membership & Non-Dues Revenue
- Watch this Video about your NAIFA ClientCast® Member Benefit.
Jim Silbernagel, CFP®, LUTCF
16 Year MDRT Top of the Table Advisor
Jim educated fellow NAIFA Members on using charitable planning strategies to create a win-win-win for clients, their heirs & their favorite charities!
Think charitable planning is only for the ultra-wealthy? Think again! Jim Silbernagel shows you how he uses this ‘high-level’ planning strategy with his middle-class clients to provide a win-win-win for your clients, their favorite charity, and you. Learn how to avoid capital-gains tax, create assets for you to manage, create tax deductions for your clients, and open opportunities for LARGE LIFE INSURANCE SALES and tax-free Roth conversion strategies. On top of everything, these ideas will make your clients your Number One fans, who give the best referrals.
Let’s make NAIFA Strong!
Visit www.NAIFAClientCast.com to get started.