On September 30, 2020, we hosted our first-ever "LifePro University" Virtual Conference, and the response we got from our record-breaking 700+ attendees was truly remarkable. The team and I were incredibly honored to have top industry experts, financial advisors, and insurance carrier representatives under one virtual roof exchanging ideas. Our goal was to provide actionable and timely content given our current climate, and our nationally-recognized keynote speaker, Ed Slott, definitely delivered.
Named “The Best Source for IRA Advice” by The Wall Street Journal and “America’s IRA Expert” by Mutual Funds Magazine, Ed Slott is known to financial advisors for his master IRA training programs and his unmatched ability to turn advanced tax and retirement strategies into understandable, actionable, and entertaining advice.
Ed's Key Takeaways
Ed's presentation was filled with the high energy and enthusiasm that he is known for exuding. Given today's shift towards virtual operations, his message was clear: with the Secure Act all but eliminating the Stretch IRA, permanent life insurance has never been a more relevant and viable financial vehicle. Ed explained how to communicate the 2020 retirement tax law changes with prospects and clients to create a fire sale for life insurance and propel your financial practice to the next level.
If you happened to miss out on this year's LifePro University, or would like to know more about how you can be a part of our future events, please contact us at (888) 543-3776 and ask to speak with your Field Support Representative!
Additionally, our team has been working incredibly hard to showcase a new digital sales platform to help advisors take their financial practice online and master the art of webinars. We've learned a few things along the way, and we want to share them with you. Let us help you become a virtual advisor below. I’m interested in online webinars »