Register for Live Webinars
Champion wants to help agents be more successful, and better understand the products they sell. We provide in house training upon request. These trainings include webinars, on-demand presentations, and our registered agent portal. We have made it our goal to offer our brokers the opportunity to expand their knowledge by providing weekly training opportunities.
Next Upcoming Training
Please feel free to register for any of the events below. If you have any questions concerning these events, please feel free to contact us.
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Tuesday Tips and Tricks
Retirement Tax Analyzer
For Inner Circle Partners Only
Welcome to TheTaxTrap™
PLAN…MONITOR…ADJUST…ARRIVE™
Retirement Tax Analyzer™ helps clients identify and solve the hidden retirement tax analyzer on their tax qualified plans. Most clients focus on the up-front tax deductions when money is deposited into their tax qualified plan as well as its pre-retirement growth. However, clients seem to neglect the impact of taxes as they withdraw money from these plans during retirement.
This tool will demonstrate to your clients:
Projected Future Value of Tax Qualified Plan Assets Before Retirement
Projected Spend Down of Tax Qualified Plan Asset Values
Demonstrate using an Indexed Universal Life Illustration to Pay Projected Tax Liabilities on Qualified Plan Distributions
One page comparison of what they are doing now to our recommended plan.
Date: Tuesday, May 31st 2022
Time: 9:00 AM PT | 10:00 AM MT | 11:00 AM CT | 12:00 PM ET
1 Hour
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Tuesday Tips and Tricks
Deferred Sales Trust- A Capital Gains Tax Deferral Solution
For: Inner Circle Partners Only
Grow your business with this unique tool that can defer capital gains taxes on the sale of almost any type of highly appreciated asset including businesses & professional practices, commercial real estate, investment properties, high-end primary residences, major stock positions, and very valuable artwork and collectibles, among other things.
Date: Tuesday, June 7, 2022
Time: 9:00 AM PT | 10:00 AM MT | 11:00 AM CT | 12:00 PM ET
1 Hour
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Tuesday Tips and Tricks: Proprietary Fixed Indexed Annuity Training
Estate & Business Planning Using Life Insurance
Advanced concepts including Premium Finance Solutions
Presented by:
James Markoe, Regional Sales Manager, Legacy Marketing Group
Features include 6 or 10-year product, High-Performance Potential with Guaranteed Participation Rates, No Mandatory Fees, but the flexibility to buy up rates, 1% Minimum guarantee on 100% of the premium, Index Option Diversity with fee/no-fee options, Value Lock Index (set it and forget it). No MVA, Index Gains vest at death with a Highly Rated Carrier.
Date: Tuesday, May 24th 2022
Time: 9:00 AM PT | 10:00 AM MT | 11:00 AM CT | 12:00 PM ET
30 Minutes
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Tuesday Tips and Tricks
Deferred Sales Trust- A Capital Gains Tax Deferral Solution
For: Inner Circle Partners Only
Grow your business with this unique tool that can defer capital gains taxes on the sale of almost any type of highly appreciated asset including businesses & professional practices, commercial real estate, investment properties, high-end primary residences, major stock positions, and very valuable artwork and collectibles, among other things.
Date: Tuesday, June 7, 2022
Time: 9:00 AM PT | 10:00 AM MT | 11:00 AM CT | 12:00 PM ET
1 Hour
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Inner Circle Only Webinar: Exit Planning Series:
Rebrand and Grow using our proven methods
After you speak with Fletcher Brown Members will be invited.
Reminder Links will be sent out 1 day and 1 hour prior to the event
Learn from Fletcher Brown, President of Kalamath Consulting Group
Description: Your business-owning clients are getting inundated from potential buyers. Is now the time for them to sell? Should they hold onto their business longer? The clear answer is: if you are not talking to your clients about exit planning, someone else will.
On the last meeting we talked about Value Drivers. Value Drivers are internal characteristics of a company that third-party buyers—especially private equity groups—look for in an acquisition. Strong Value Drivers are effective company traits that will continue to operate once the original owner departs. Consequently, those Value Drivers increase both the company’s EBITDA and the multiple of EBITDA buyers will pay for the company. This webinar will discuss 10 Value Drivers that are most important to today’s buyers, how you can communicate them to your clients in an efficient way and stay with them through their transition.
Date: Tuesday July 12th 2022Time: 9:00 AM PT | 10:00 AM MT | 11:00 AM CT | 12:00 PM ET
This presentation can be found after you log into our website.
1 Hour