July 20 @ 2PM EST

Surfing the Next Baby Boomer Wave (“Life Insurance 303: Putting Your IRA to Work” – CE)
Presented by Michael Staeb

Course Offering # 1182985 ~ Provider #373455 (3GEN Insurance) ~ Course Authority – CE 2-16 Life ~ 1 Hour CE Credit

Tax planning isn’t just for those over 70 and paying RMDs. Clients with pre-tax savings they’re not drawing from will have future tax challenges. Learn 3 strategies to mitigate their tax liability using a life-insurance-based solution.

Michael Staeb, CLTC, LACP, LUTCF has over 18 years of experience in brokerage distribution. He designs and implements insurance solutions for personal, business, estate, retirement, and charitable planning. MDRT Focus Session Speaker in 2019, Speaker at FPA Puget Sound Symposium (Seattle) in 2018, NAIFA Conference speaker in 2016, LILI graduate, and YAT panelist at NAIFA Conference in 2014.

Each session is $19/Members or $29/Non-Members. A multi session discount is available for all five sessions. $69/Members or $99 Non-Members

To receive the five session discount, you MUST enter one of the following promo codes in step 2 of checkout:

member5
nonmember5

For the full schedule or to register, please visit https://studymanuals.naifa-florida.org/2023nfconv/.