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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Modern Cash Balance Plans
McHenry Advisers
Help Clients with custom tax strategies
We focus on reducing taxes now and taxes later. This is a unique nice.
Large Deductions Now
Maximizing After-Tax Retirement Income Later
Date: March 19,2025 12:30 PM ET | 10:30 AM MT | 9:30 AM PT
If you are a registered user, log on and watch this as well as our library of many client solutions
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Estate Planning in Uncertain Times
Monica Rhee. JD LLM AVP Advanced Designs
Pacific Life
Monica M. Rhee, JD, LLM
AVP | Advanced Designs
How to open and close cases with clients and their trusted advisors.
Topics will include:
Flexible ILIT’s
LTC Riders within ILIT’s
Date: April 18,2025 12:00 PM ET | 10:00 AM MT | 9:00 AM PT
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Income Protection for Highly Compensated Employees
Secura Consultants
Carter Kowalsi
Advanced Income Protection Designs
Grow your business partnering with employee benefit professionals.
Learn how easy it is open and close cases with their clients.
Date: April 22,2025 12:00 PM ET | 10:00 AM MT | 9:00 AM PT
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Using Connelly To Potentially Grow Your Practice
Stephen ALloy, JD, MBA, CLU, ChFC, MSFS Advanced Designs Field Director
Pacific Life
Connelly distrups buy-sell and key-person planning, crating opportunities to meet with business owners.
We will show you potential solutions.
Date: May 6,2025 12:00 PM ET | 10:00 AM MT | 9:00 AM PT