Whether you are a...
Financial professional helping clients plan for retirement, or someone ready to take control of your own financial future, this training will change how you look at wealth building.
Inside this live webinar, we’ll break down the real differences between an Indexed Universal Life (IUL) policy and a 401K, and how each one fits into a long-term financial strategy, especially in today’s economy.
What You’ll Learn
Truth About 401(k)s
Why the traditional retirement model may not deliver the flexibility or control you think it does.
Power of IULs
How indexed universal life insurance can protect your wealth, create tax growth, and secure your legacy.
Modern Retirement
How to blend strategy and structure to design a plan that grows with you, without confusion or overwhelm.
Presented by Kimmi Shaw, Personal Wealth Strategist
Join Kimmi Shaw, mentor to finance professionals and strategist for high-achieving families, for a powerful session uncovering the real differences between 401(k)s and IULs and how to leverage each to build lasting financial security.
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December 2nd | 10AM PST | Zoom
