Real Wealth®

OCT 9TH: The Secret to Long-Term Care

September 11, 2020

SPOILER: The secret is that you can get the government to pay for Long-Term Care insurance for business owners and selected employees. If you or…

The Family Meeting

March 8, 2019

Retirement Challenges for Women in 2018

March 9, 2018

Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own…

The Art of Selling Life Insurance
feat. A Panel of Life Insurance Legends

September 8, 2017

Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own…

Conquer the 18 Risks in Retirement

June 9, 2017

Do you know the 18 risks your clients, and you, face in retirement? The American College released a report of everything you and your clients…

Fast & Furious Sales Ideas with the Living Legends Panel

June 10, 2016

What this session covers:

Tools of a Top of the Table Advisor

February 12, 2016

To be the best advisor, you also need to be a great business person. These three tools will help you propel your business to new…

Out-of-the-Box Thinking: Charitable Planning Opportunities for the Middle Class

January 8, 2016

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…