CASE STUDY


Reimbursement Or Indemnity
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SALES BUILDER VIDEO


Preserving Retirement Assets for the Next Generation
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CASE STUDY


Planning For The Cost Of Care
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Post Election Recap


A Trump Presidency and what it means for taxes, tariffs and planning in the year ahead

In the immediate aftermath of the 2024 election, Donald Trump is the projected winner of the Presidential Election and Republicans will take control of the Senate. There is still much to digest in terms of what may be feasible from a tax and planning perspective heading into 2025 and beyond.

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Sales Concepts & Resources


  • Mortgage Protection For Your Family
  • Benefit Of Tax Deferral Calculator
  • Wealth And Longevity Planning: Creating Efficiencies For Taxes And Wealth Distribution
  • Have You Met PAL+ Yet?
  • Managing Risks
  • Nationwide - Long Term Care Awareness Month
  • LTC Awareness Marketing Plan
  • Connelly Decision: Implications For Entity Redemption Arrangements

Important News & Information


  • NEW DI Underwriting Enhancements
  • Enhancements To Symetra IUL Products
  • Announcing New Auto-bind And Retention Limits
  • Foreign National Nexus Underwriting Guidelines Expansion
  • Product Training Requirements For Asset Care 2024 Enhancements
  • Introducing Increased Face Amounts For Accelerated Underwriting
  • Can We Underwrite Dual Residents?

WEBINARS, PODCAST & CONTINUING EDUCATION

Land As Your Legacy (Recorded Link)

SIP Webinar presented by Nationwide

Listen Here

Navigating Change: Year-End Tips And Election Insights

from John Hancock

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Planning For The Sunset

The clock is ticking on the time left to take advantage of the record-high federal estate, gift, and generation-skipping transfer tax exemptions. The time is now to talk to clients about their estate planning needs

Join us and Prudential's VP Advanced Planning, Karen Hofmann Tuesday, December 3rd at 2 PM ET | 1 PM CT| 11 AM PT. Reserve your spot now.

Reserve Your Seat Here