Live Webinars
Permanent life insurance remains one of the most misunderstood tools in financial planning. Join life insurance expert and CFP, Barry Flagg, to gain a clear, unbiased…
Advisors often inherit client insurance policies that may no longer fit the client’s goals. This session provides a structured, fiduciary process for reviewing policy performance…
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…
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…