Live Webinars
The One Big Beautiful Bill Act's permanent $15 million estate and gift tax exemption ($30 million for married couples) has quietly upended the assumptions behind thousands of…
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…
When a client’s business is their largest asset, succession planning becomes essential. Join tax & estate attorney Andy Weinhaus and insurance advisor Kevin Kimbrough to learn…
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…
For affluent families, life insurance can be the cornerstone of an effective estate plan—providing liquidity, protecting heirs, and supporting charitable intent. This session…
