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Mike Everett
Chris Bay
Michael Crawford
Shelley Forbis
Mike Kwong
Paige Stewart
Jeff King
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Learning Event RSVP
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Select one of the following:
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February 16th - Online Webinar @ 6:45PM CT - Zoom
February 28th - Boot Camp @ 9:30AM CT - Zoom
April 11th - LIVE Boot Camp & Mastermind @ 8:30AM - KATY, TX
I cannot attend, but I'm interested in learning more
I will also attend the DIBS meetup April 10th 6-9PM
*
Yes
No
* Hosted by Mike & Pei (details to follow)
Topic Ideas: (Pick up to three you're interested in!)
*
Why & When to add new policies
Policy Design, FPUA & MEC
Involving kids in IBC
DIBS & passive income strategies
Business owners and IBC
Family Banking examples & ideas
Who can I insure and what is my Human Life Value?
Using IBC for taxes, purchases, tuition, property insurance, etc.
Client tools: Building your capacity - Annual checklists, LSL resource library
Who's Who? - Insured/Owner/Beneficiary/Payor
Flexible Premium Payments (Payment Mode, Grace Period, PUA)
Direct vs Indirect Recognition
Virtual Event Information
Please list the name of the guest you will bring
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Additional Guest
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Mike Everett
Chris Bay
Michael Crawford
Shelley Forbis
Mike K and Pei C
Paige Stewart
Mike Auch
Eric Benson
Kish Rao
Caleb Munnell
Keniti Pinkett
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