Webinar Details
Course Description
This webinar will explore how CPAs can utilize both premium financing and the Infinite Banking Concept (IBC) to create robust retirement solutions for their clients. It will provide a detailed examination of how these strategies can be used in concert to maximize wealth accumulation and tax advantages. By analyzing real-world applications and model portfolios, participants will understand how to implement these strategies effectively to optimize their clients' retirement outcomes.
Learning Objectives
- Recognize how to integrate premium financing with Infinite Banking for retirement planning.
- Identify the benefits and potential pitfalls of combining these strategies.
- Discover practical application through illustrative client scenarios and model portfolios.
Prerequisites
- Basic understanding of premium financing concepts.
Who Should Attend
CPAs, finance/accounting professionals who work with clients.
Advanced Preparation
None
Presenter Details
-
Tomer Dicturel
- Managing Director
With over a decade of experience in the insurance industry, my expertise lies in the nuanced field of premium finance. As the Managing Director of Premium Finance at WealthBridge Financial Group, I spearhead our efforts to deliver bespoke insurance solutions, catering specifically to the unique needs of surgeons and high-net-worth individuals.
NASBA Sponsor
-
Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
CPE
-
Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
For specific instructions on accessing your CPE, please see our FAQ section on our support page.
- Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.
Purchase options
Live Webinar
Maximize Retirement Solutions for Your Clients: Integrate Premium Financing and Infinite Banking
Sponsored by Advanced Wealth Partners
- Oct 23, 2024
- 2:00 PM EDT
- Credits: 1.00
FREE
All-Access Pass
Get a Full Year of Unlimited Training With One Purchase.
- 12+ Unique Premium Webinars Each Month
- 690+ CPE Hours of On-Demand Self-Study Content
- Track CPE Courses and Support in the Cloud
- Save an average of $500+ per year on CPE