EXCLUSIVE DMI WEBINAR

IUL & Taxes

LIVE WEDNESDAY | FEBRUARY 7 | NOON ET | 60MIN

With 70% of pre-retirees worried about taxes in retirement, IUL is a hidden gem in retirement income planning.  

More than just a death benefit, IUL provides 8 layers of tax protection… including using it as a tax-advantaged retirement income tool.

Help your clients incorporate tax-advantaged strategies into their retirement portfolio and have the retirement they deserve. 

🚀All attendees receive client-approved marketing material 🚀 

Featured PresenterS

STEVE POPPE, CLU® ChFC® AMTC®
National Life Specialist, Annexus

Steve is leading the Life Insurance unit in development of the IUL products as well as the Life Marketing team at Annexus. He has brought 30+ years of experience to development and marketing of Annexus and its industry leading products.

JOSH RHEM
Vice President - Life Sales DMI

Joshua Rhem has 15+ years of experience in Insurance and Investment services, with experience as a Registered Investment Advisor to financial institutions, an insurance producer and wholesaler. Josh has always been interested in making sure insurance is viewed as a vital component of a well-constructed comprehensive financial plan. 

Claim Your Seat!

Don’t miss your chance to get the inside scoop on IUL & Taxes. 

By registering, you confirm that you have read and agree to the processing of your personal data by DMI as described in the Privacy Policy.  By entering your phone number, you consent to receive messages for this event via SMS. Message and data rates may apply. Reply STOP to opt out. 

What You'll Learn