Training and Webinar Schedule

Don’t miss out on our next live event

Wealthy and Wise – Training Webinars

Date*	Topic
April 23, 2024	How to Build a Client’s Retirement Case in Three Steps Download Training Material	View Recording
May 28, 2024	Analyzing the Impact of Life Insurance on Retirement Planning Download Training Material	View Recording
June 18, 2024	Help Your Clients Understand and Prepare for Upcoming Estate Tax Law Changes (TCJA Sunset) Download Training Material	View Recording
Aug 13, 2024	Planning Strategies to Address the Different Possibilities Connected to the TCJA Sunset. Are Your Clients Prepared? Download Training Material	View Recording
Sept 24, 2024	Roth Conversion Made Easier and More Powerful with a Reverse Mortgage Download Training Material	View Recording
October 31, 2024	InsMark, RePredict Introductory Webinar	View Recording
Nov 21, 2024	Balancing Retirement Planning and College Funding	Register
Dec 17, 2024	Annuities’ Role in Retirement Planning	Coming Soon
Jan 21, 2025	Taking Social Security Benefits Early vs Later	Coming Soon
Feb 18, 2025	Advanced Case: IDGT + Discounted Sale of Business to Trust**	Coming Soon
Mar 18, 2025	CRT**	Coming Soon

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

InsMark Essentials / InsMark Illustration System – Training Webinars

Date*	Topic
October 31, 2024	InsMark, RePredict Introductory Webinar	View Recording
Coming Soon	How to Make the Case for Permanent Life Insurance with InsMark Essentials	Coming Soon
Coming Soon	Illustration of Values	Coming Soon
Coming Soon	Other Investments vs. Your Policy	Coming Soon
Coming Soon	Various Financial Alternatives	Coming Soon

*Dates & Times may be subject to change

All Other Webinars – Training Webinars

Date*	Topic
October 31, 2024	InsMark, RePredict Introductory Webinar	View Recording

Take the next step
Excited to dive in and design your client’s cases and need technical support?

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