Producers: Reach More Affluent Clients with Premium Financing

August 31, 2009 - With the U.S. recording the highest federal deficits in history, a new administration, and the shaky financial markets, higher income tax brackets and estate taxes will not decrease any time soon. What will your wealthy clients do? Gradient Financial Group will be holding an unprecedented webinar event that will help producers tap into the most leveraged solution for high net worth estate planning and business clients available: Premium Finance.

Your wealthy clients need help converting their assets from accumulation to distribution and ultimately from one generation to the next.

• Could you imagine losing half of your inheritance to taxes? Simple planning can increase the net legacy passed to children by well over 100 percent.
• Could you imagine selling the family business to pay estate taxes? Simple planning can maintain the value of a business and ensure proper ownership for years to come.
• Your high net worth clients understand the power of leveraging their assets. Simple planning can leverage their assets to help pay for estate taxes.
• Discover new opportunities to help existing clients and capture high net worth individuals using unique estate planning strategies. “Premium Financing: Your Key to the Affluent” is a one-of-kind, educational webinar that will show you how to avoid the pitfalls of premium financing and convincingly present the concept to your best and wealthiest clients.

Webinar Presented by Phillip G. Vogel, CLU
Phil has dedicated over two decades to the financial services industry and held multiple leadership roles in the agency system. In 1998, he founded Vogel Financial Services, LLC to expand the products and services offered to clients and producers. Phil and his staff have grown Vogel Financial Services, LLC into a comprehensive financial services business which includes business and high-net worth clients along with consulting services for independent producers throughout the Midwest.

Register for this Webinar event on September 15th at 2:00pm EST. Seating for this event is very limited, so confirm your registration HERE.