Real Wealth® joins the NAIFA Wisconsin 2017 Sales Congress

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We had a great time visiting and collaborating with you in Elkhart Lake!

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Charitable Planning Opportunities for the Middle Class

These ideas aren’t just for the ultra-wealthy anymore.

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.

Grow NAIFA Membership & Non-Dues Revenue

Let’s make NAIFA Strong!

Visit the Leadership tab on www.NAIFAClientCast.com to learn about the new Revenue Share model that NAIFA ClientCast® is now offering! Not only will this program spark membership in your association, but it will help you grow non-dues revenue at the local, state and national level. Take advantage, and share with your peers!
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John Nichols, Past President of NAIFA National