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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Tax Reduction Concepts Two Part Series:
Learn four concepts on how to reduce or eliminate taxes for your clients. Offer your clients a way to take the key risks of Retirement Income or capital gains off the table. Please join Pete Hibbard, Jamie Hibbard, and myself for this high-impact 2-part series.
Time: 9:00 AM PT | 10:00 AM MT | 11:00 AM CT | 12:00 PM ET
Day of the Week: Tuesday
Dates:
Tuesday, September 26th
Tuesday, October 3rd
45 Minutes
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Pacific Life Strategic Alliance Series:
Current Trends in ESOPs*
Is an ESOP (*Employee Stock Ownership Plan) a good fit for your business owner client who wants to exit the business? This webinar will cover a brief overview of how ESOPs work to help the business owner(s) successfully exit the business, which businesses may be a good candidate for an ESOP, how to improve the profitability of the business before and after the ESOP is established, potentially minimize taxes for both shareholders and the business, and improve employee retention and productivity. Life insurance may be incorporated into the exit strategy to help ensure its success.
Join Rick Jaye of Business Transition Advisors and Stacey McMahan of Pacific Life Insurance Company to learn about current trends with ESOPs and how to help your business owner clients implement a successful ESOP.
Date:
September 26, 2023
Time: 11:00 AM PT | 12:00 PM MT | 1:00 PM CT | 2:00 PM ET
1 Hour or Less
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15-Minute Tuesday Coffee Break Sales Ideas Series:
Time: 9:00 AM PT | 10:00 AM MT | 11:00 AM CT | 12:00 PM ET
Day of the Week: Tuesday
Dates:
Tuesday, October 10th SECURE Act 2.0
Tuesday, November 7th LTC Asset Repositioning
Tuesday, December 13th Annuity Max
Time: 9:00 AM PT | 10:00 AM MT | 11:00 AM CT | 12:00 PM ET
15 Minutes