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When:
April 15, 2020 @ 2:00 pm – 2:30 pm
2020-04-15T14:00:00-04:00
2020-04-15T14:30:00-04:00
The Equitable 1040 Overlay approach has consistently been an easy-to-use and sensible tool to uncover planning opportunities with clients. Join Equitable Advanced Markets for this live webinar as we unpack and discuss:
• How the 1040 Overlay works
• What changes were made in 2020
• Uncovering potential opportunities with small business owners
• Enhancing value and building relationships with centers of influence and their respective clients
• Examining numerous planning strategies that may be gleaned from reviewing aclient’s tax picture
Join us on April 15, 2020 at 2 p.m. for a webinar on how to use the 1040 Overlay to grow your life insurance sales.