Live Webinars
In today’s philanthropic landscape, affluent clients are seeking tax-efficient and legacy-driven strategies to make a lasting difference. Life insurance—often overlooked—is a…
This session would highlight surprising and underappreciated aspects of life insurance that even seasoned professionals miss.Insurance expert Barry Flagg will reveal:Why published…
The estate and tax planning landscape is is changing dramatically for a great many families with the passage of the Big Beautiful Tax Act and the fact that a great many life…
Most Americans hold the majority of their wealth in their homes — with over $35 trillion in home equity nationwide. Yet, this asset is often overlooked in retirement planning. New…
Every year, over 2.5 million seniors walk away from life insurance policies they’ve paid into for decades—leaving behind more than $100 billion in untapped benefits. Why? Because…