Understanding the fundamentals of business planning is essential for entrepreneurs to set their ventures on the path to success By familiarizing your business owner clients with these fundamentals – including types of business entities, taxation processes, employee compensation strategies, and future planning considerations – you can help them make informed decisions, maximize their resources, and […]

The qualified business income (QBI) deduction may be extended in the current administration. Small business owners should maximize this opportunity while preparing for future changes. Join us as we discuss ways to capitalize on the current QBI deduction through executive bonus, split dollar and key person strategies.

Join North American as author, economist, and industry-icon Tom Hegna shares seven simple steps to a happy retirement in “Don’t Worry, Retire Happy!” Whether your clients are just starting or have built significant savings, this presentation highlights strategies to help maximize retirement income with minimal risk.

Join our monthly trimester webinar featuring Karen Hofmann, Vice President, Advanced Planning at Prudential. We’ll explore innovative and tax-efficient strategies that high-net-worth clients can use to pay for life insurance premiums, including: Private financing through an Irrevocable Life Insurance Trust (ILIT) that helps minimize estate and gift taxes. Selling an asset to an Intentionally Defective […]

Most of your clients understand that annuities can provide a guaranteed income stream for life, or that they can simply be used as an accumulation asset in their portfolio. But are they aware of some of the unique income tax advantages that may be available? In recognition of Annuity Awareness month, join Mutual of Omaha’s […]

North American's web-based illustrations can help make running illustrations easier and faster. Join us for a two-part webinar series to learn common solves for these popular products:

June is Alzheimer’s & Brain Awareness Month – a powerful reminder of how long-lasting and emotionally complex care needs can become, especially in the face of progressive conditions like Alzheimer’s […]