EXCLUSIVE WEBINAR

SIMPLIFYING SUNSET: Use it or Lose it

LIVE WEDNESDAY | AUG 14 | NOON ET | 🕒 60 mins

register now!

No one ever wants to be late to a party… especially this one. Although the Tax Cuts and Jobs Act (TCJA) sunset seems a long way off, proper planning begins now.

This comprehensive webinar is designed to equip you with the knowledge and strategies needed to effectively discuss the TCJA sunset and associated estate and tax planning opportunities with your clients.

Learn how to guide your clients through these upcoming changes and ensure they are prepared for the future.

Don’t miss this chance to stay ahead in your practice and provide invaluable insights to your clients.

Featured PresenterS

TOM PERRONE, CLU, CIC
President & Founder, NE Consulting Group of Guilford, Inc. Member, Business & Personal Benefit Planning Group

Get in the game with one of the winningest veteran coaches in the business. For over 50 years, Tom Perrone has been guiding business owners and their advisors in the various areas of business planning. He’s built a turn-key marketing system targeting the right business owners and is a published author as well as podcaster.

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.

TOM PERRONE, CLU, CIC
President & Founder, NE Consulting Group of Guilford, Inc. Member, Business & Personal Benefit Planning Group

Get in the game with one of the winningest veteran coaches in the business. For over 50 years, Tom Perrone has been guiding business owners and their advisors in the various areas of business planning. He’s built a turn-key marketing system targeting the right business owners and is a published author as well as podcaster.

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 help clients expect the unexpected. 

What You'll Learn

  • How to talk with clients about the urgency of planning now
  • Advanced planning strategies to avoid excessive estate and income taxes
  • Tax efficient strategies to create a legacy
  • Proven ways to win bigger cases in the business owner market.

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