In this webinar, Kelly Kidwell, the APN's resident Author of Success, will present, "Charitable Executive Compensation Strategies". This presentation will help you to learn new and compelling comparisons between Qualified Plans & Qualified Split Interests. You will also learn how to use these distinctions for opening new conversations with prospects and clients.
Kelly Kidwell has utilized these strategies to create and protect the wealth of both high net worth clients, and those still working towards their financial goals. Hear and see how Kelly has used these instruments and strategies to engage with prospects, build trust with clients, and to help them achieve their financial goals.
Learn how to open new conversations with clients using charitable executive compensation strategies. Members will learn uncommon distinctions between qualified plans and qualified split interests.
Join our resident Author of Success, Kelly Kidwell, as he takes you through the strategies, distinctions, and narratives that will assist in opening new conversations with existing clients and attracting new clients.
Webinar Topics will include:
-Charitable Executive Compensation - Defined
-The Difference Between Qualified Plans & Qualified Split Interests
-How to open conversations with high net worth clients by knowing these distinctions
Gear Approval #: 2010-3098
For the slide set companion for this presentation,
click here.
For the video Part A companion for this presentation,
click here.
For the video Part B companion for this presentation, click here.
NON-MEMBER PRICE FOR THIS PRODUCT IS $45
MEMBER PRICE FOR THIS PRODUCT IS
$45 FREE
To enjoy this product for free as a member or to learn more about membership rates,
click here