By the end of this masterclass you'll be able to:
• Deliver ten powerful strategies that help you solve wealthy clients' biggest tax issues
• Identify at least three HNW prospects in your circle who can benefit from the strategies and get a meeting booked with each of them
• Understand the five resources you need on your team to execute efficiently and effectively
• Deploy four proven marketing programs that consistently attract affluent prospects
• Have lifetime access to live session recordings
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• Why Section 706 portability is important
• How IRAs for beneficiaries can change a client's life
• The power of tax loss harvesting
• Mitigating dividend-related liabilities
• The tax efficiencies of options contracts
• Tapping into passive and active mechanisms
• How to leverage Delaware Statutory Trusts
• The importance of Qualified Intermediaries
• Maximizing the potential of Deferred Sales Trusts
• The one-two punch of captive insurance
• How Defined Benefit Plans improve retirement
• The role of private placement life insurance
Seats are limited to 10 per course, so reserve your spot today!
• Choose your start date •