Wednesday, October 20, 11:00 CST - Noon CST The Retirement Academy (www.retirement-academy.com) was joined by a very...
Module 4: Life Insurance Education Blogposts
Case Study: Two IUL Illustrations, Two Completely Different “Minimum DBs”
This is a case study video where I was helping an agent figure out why the minimum DBs where so much different on the...
Case Study: Life Insurance For an 86-Year-Old?
Below is where I discuss insuring an 86 year old as well as what Term options are available for older folks...
Case Study: Estate Planning with an ILIT
Below is a case study video on a friend/client of mine that recently had a $10 million buyout from a Private Equity...
Webinar Recording From September 8th: The Financial Planning Process
This Retirement Academy Webinar recording is of Charlie demonstrating Financial Planning ideas, Financial Planning...
Webinar Recording from August 10th, 2021: Tom Hegna!! Paychecks and Playchecks!!!
August 10th (11:30 CST - 12:30 CDT) We all know Tom Hegna!!! We are honored to have him. He is one of the foremost...
Case Study: Section 7702 Changes, Before and After
Below is a case study video that happened this week. Feel free to discuss below in the "comments".
Webinar Recording From July 7th: Bobby Samuelson Discusses Various Life Insurance Topics.
Recording from July 7th, 10:30 Central Standard Time - 11:30 Central Standard Time This is a "back and forth" between...
Case Study: LTC, Life, and Retirement. Oh, and the Engineer!!!
Below is a case study video that happened this week. Feel free to discuss below in the "comments".