Training and Webinar Schedule

Don’t miss out on our next live event

 

 

Wealthy and Wise – Training Webinars

Wealthy and Wise

Date*

Topic 

April 23, 2024

How to Build a Client’s Retirement Case in Three StepsRegister

May 14, 2024

Analyzing the Impact of Life Insurance on Retirement PlanningRegister

June 11, 2024

How to Do Cash Flow Analysis with Optimal Sequence of DistributionComing Soon

July 9, 2024

Roth Conversion Feasibility Study Coming Soon

Aug 13, 2024

The Power of Income Tax Reduction/Elimination in Retirement PlanningComing Soon

Sept 10, 2024

Analyzing the Impact of Trust-Owned Life Insurance on Estate PlanningComing Soon

Oct 8, 2024

Combining College Planning with Retirement PlanningComing Soon

Nov 12, 2024

Annuities’ Role in Retirement PlanningComing Soon

Dec 10, 2024

Taking Social Security Benefits Early vs LaterComing Soon

Jan 14, 2025

Advanced Case: IDGT + Discounted Sale of Business to Trust**Coming Soon

Feb 11, 2025

CRT**Coming Soon

*Dates & Times may be subject to change
**Advanced Strategies

 

InsMark Essentials – Training Webinars

InsMark Essentials

Date*

Topic 

April 18, 2024

How to Make the Case for Permanent Life Insurance with InsMark EssentialsComing Soon

May 16, 2024

Illustration of ValuesComing Soon

June 20, 2024

Other Investments vs. Your PolicyComing Soon

July 18, 2024

Various Financial AlternativesComing Soon

*Dates & Times may be subject to change
 

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Excited to dive in and design your client’s cases and need technical support?

(925) 543-0507 or support@insmark.com

Monday – Friday:  6am - 2pm PT | 9am - 5pm ET