Description

Join the dynamic duo of Simon and Joe to review a current redacted case study that produced an integrated plan utilizing legal structures, life insurance, and income tax reduction.  They will take you through the initial impressions of the referring advisor, the initial client meeting, what was uncovered during the data gathering, design options and the design meeting with the client, and the final plan with not only prove up of the numbers but areas that solved the clients underlying concerns and caused immediate implementation.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)

Presented by Simon Singer and Joe Strazzeri, Esq.