Life Insurance as an Asset Class


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In this month’s Power Session LIVE, John W. Wheeler, Jr. CFP®, CLU®, ChFC®, CRPC®, LUTCF, will share how you can position Life Insurance as an Asset Class with your clients. John was a prior guest on Real Wealth® and his podcast was one of the best received, most responded to and the most requested of any previous podcasts.

Here’s what Real Wealth® professional Adam Solano had to say about John Wheeler’s podcast; “I am a huge Real Wealth® fan. We send the podcast out every month to our clients and prospects and have received a lot of positive feedback. In fact, the podcast on life insurance (John Wheeler) helped me write $30,000 of whole life premium.” – Adam Solano, NAIFA Member, Illinois.

Join us for the Power Session LIVE as John demonstrates easily transferrable ideas using Life Insurance that will work for you regardless of your marketplace or your clients; from mom and pops to multimillionaires.

John W. Wheeler, Jr. is a well-known and sought after speaker and has authored a number of continuing education courses that have been approved by the CFP Board of Standards, the CPA Society, and the Illinois Department of Insurance.

He is on the faculty of the College for Financial Planning and has taught the Certified Financial Planner™ Certification Program since 1985, and is one of three individuals that currently teach the entire certification program.

Premier Members: Log in to download John’s PowerPoint slides below.

What Advisors Think of this Session

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“Thanks for today’s presentation on Life Insurance as an Asset Class. Very good, very thought provoking. Keep more of these coming whenever possible. Looking forward to the next one regarding changes in the tax laws. Hopefully, there is some good from that mess that has been lost in the shuffle and we can help our clients better prepare for the future with our products.” -Chuck Stickney

“It was interesting to see life insurance compared to real estate as an investment class and also to learn that there are fewer agents and more need for our products than ever before.” -Liz Pollock

“Learned a lot from John’s presentation.” – Brett Keyes

“The webinar was great.” – Frank Harris

“The presentation was well done.” – John Russo

“I enjoyed today’s webinar – very informative. Looking forward to the next one.” – Laurel Ziemann

“It was very informative and I appreciate the different perspective in dealing with life insurance.” – Shawn Saunders


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