Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Leap Essentials Webinar
Wed, May 07
|Webinar
Join us on May 7th for another engaging Essentials Webinar featuring Craig Wright, where he will dive into key life insurance strategies and explore solutions when traditional insurance options aren't available.
Time & Location
May 07, 2025, 11:00 AM – 12:00 PM
Webinar
About the event
Craig will revisit core life insurance fundamentals, discuss effective strategies for integrating life insurance into financial planning, and introduce alternative approaches when clients are uninsurable or resistant to insurance base strategies.
Key topics include:
✅ The role of life insurance in comprehensive financial strategies
✅ The latest “safe withdrawal rate” update and its implications
✅ How life insurance enhances retirement income planning
✅ What to do when a client is uninsurable-alternative wealth strategies and solutions