Tax-Efficient Retirement Income and Wealth Preservation with Life Insurance
Boost Your Client's Life Insurance, Retirement Savings and Income Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, April, 7 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors

Barry Flagg, CFP®, CLU, ChFC, GFS®, AEP®
Founder Verlytic

Kevin Kimbrough, CFP®, CLU, ChFC
Director of Fiduciary Insurance Solutions The Pinnacle Group
What You'll Learn
Join insurance experts Barry Flagg, CFP® and Kevin Kimbrough, CFP® to learn how permanent life insurance can function as a tax-efficient asset in retirement income and wealth-preservation strategies. Through real-world scenarios, advisors will learn when policies can provide…