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Learn how to better serve clients by identifying financial opportunities in your current book of business by simply reviewing their 1040s: March 18, 2020 |
| Lives change; gaps arise You have worked with clients to help ensure their financial needs are met by putting solutions and strategies into place. You’ve addressed a comprehensive spectrum of topics, from financially protecting loved ones and/or a business to planning for taxes. However, as clients’ lives change, gaps could arise and opportunities could surface. This session can help you spot them. Join Prudential’s Scott Butterworth, Director, Advanced Planning, for insight on how to use a client’s federal Form 1040 to unearth hidden needs. The 1040 can be helpful in uncovering needs including protecting loved ones and businesses, supplementing retirement income, ensuring income they can’t outlive, saving on taxes, and leaving a legacy to heirs and/or their favorite charities. |
Attend this exclusive webinar to:
Help clients discover unmet needs that could hinder their financial wellness. |
Date: Thursday, April 16, 2020
Time: 11 a.m. CT
Speaker: Luke Robinson, Advanced Sales Consultant
Join Webinar