Edu Webinar: Adv Tech - Prvt Component Fndts Video
In our last webinar event you heard Kelly Kidwell speaking about advanced planning strategies regarding Private Component Foundations. We had MANY strong requests for more and deeper content on this subject. This presentation takes you through both strategies and practices in "Advanced Techniques Involving Private Component Foundations".
In this presentation you will learn specific split-interest techniques involving Private Component Foundations. You will see examples of the types of cases where these techniques can prove valuable by producing favorable outcomes; producing personal tax deductions involving corporate dollars, buy-sell, key person, and more.
You will learn how to greatly improved ability to identify the kinds of situations and applications for these techniques to better serve clients in the advanced and charitable markets.
Webinar topics will include:
- Advanced Private Component Foundation Techniques
- Deeper exploration of private foundation rules
- Split interest trusts
- Strategies and Practices for Successful Client Outcomes
- and more...
For the slide set 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
GEAR Approval #: 2010-0198
Running Time: 41 min, 22 sec
In this presentation you will learn specific split-interest techniques involving Private Component Foundations. You will see examples of the types of cases where these techniques can prove valuable by producing favorable outcomes; producing personal tax deductions involving corporate dollars, buy-sell, key person, and more.
You will learn how to greatly improved ability to identify the kinds of situations and applications for these techniques to better serve clients in the advanced and charitable markets.
Webinar topics will include:
- Advanced Private Component Foundation Techniques
- Deeper exploration of private foundation rules
- Split interest trusts
- Strategies and Practices for Successful Client Outcomes
- and more...
For the slide set companion for this presentation, click here.
NON-MEMBER PRICE FOR THIS PRODUCT IS $45
MEMBER PRICE FOR THIS PRODUCT IS
To enjoy this product for free as a member or to learn more about membership rates, click here
GEAR Approval #: 2010-0198
Running Time: 41 min, 22 sec
Our price: $29.00
Edu Webinar: Blue Sky Shift Video
During this APN Advanced Market Strategy Webinar, you will learn unique and powerful strategies for helping high net-worth clients. In this webinar titled, "Blue Sky Shift: Techniques to Mitigate Capital Gains in the Sale of a Business", APN members will learn how to help clients significantly reduce the capital gains that often result in the sale or transfer of a business.
As the Baby Boomer generation closes in on their golden years, many are in need of advanced planning that opens opportunities to mitigate capital gains in the sale of their business.
Our panelist, Kelly Kidwell, shares his Blue Sky Shift strategy to help issue spot and care for the concerns of business owners.
This presentation will help you build your skills and narratives to guide clients through the process of preparing their business for their eventual exit of transfer while minimizing capital gains taxes.
For the slide set 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
Running Time: 73 min, 37 sec
GEAR Approval #: 2001-2124
As the Baby Boomer generation closes in on their golden years, many are in need of advanced planning that opens opportunities to mitigate capital gains in the sale of their business.
Our panelist, Kelly Kidwell, shares his Blue Sky Shift strategy to help issue spot and care for the concerns of business owners.
This presentation will help you build your skills and narratives to guide clients through the process of preparing their business for their eventual exit of transfer while minimizing capital gains taxes.
For the slide set companion for this presentation, click here.
NON-MEMBER PRICE FOR THIS PRODUCT IS $45
MEMBER PRICE FOR THIS PRODUCT IS
To enjoy this product for free as a member or to learn more about membership rates, click here
Running Time: 73 min, 37 sec
GEAR Approval #: 2001-2124
Our price: $45.00
EDU WEBINAR: Charitable Executive Compensation Strategies - Video Part A
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 B of this presentation, click here.
For the video Part C of 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
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 B of this presentation, click here.
For the video Part C of this presentation, click here.
NON-MEMBER PRICE FOR THIS PRODUCT IS $45
MEMBER PRICE FOR THIS PRODUCT IS
To enjoy this product for free as a member or to learn more about membership rates, click here
Our price: $45.00
EDU WEBINAR: Charitable Executive Compensation Strategies - Video Part B
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 of this presentation, click here.
For the video Part C of 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
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 of this presentation, click here.
For the video Part C of this presentation, click here.
NON-MEMBER PRICE FOR THIS PRODUCT IS $45
MEMBER PRICE FOR THIS PRODUCT IS
To enjoy this product for free as a member or to learn more about membership rates, click here
Our price: $45.00
EDU WEBINAR: Charitable Executive Compensation Strategies - Video Part C
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 of this presentation, click here.
For the video Part B of 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
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 of this presentation, click here.
For the video Part B of this presentation, click here.
NON-MEMBER PRICE FOR THIS PRODUCT IS $45
MEMBER PRICE FOR THIS PRODUCT IS
To enjoy this product for free as a member or to learn more about membership rates, click here
Our price: $45.00
Edu Webinar: Max. Opp. in a Changing Financial Climate Video Part A
What you need to know about the changing climate of Donor Advised Funds and Supporting Organizations in philanthropy. And how to leverage "Private Component Foundations" in these new restrictions and opportunities.
Listen as our special guest, Kelly Kidwell, explains the design and structure of Private Component Foundations. As founder of both the APN and Philanthropy International, Kelly is a sought after speaker on this timely and relevant topic.
For the slide set companion for this presentation, click here.
NON-MEMBER PRICE FOR THIS PRODUCT IS $X
MEMBER PRICE FOR THIS PRODUCT IS$X FREE
To enjoy this product for free as a member or to learn more about membership rates, click here
Running Time: 48 min, 15 sec
Listen as our special guest, Kelly Kidwell, explains the design and structure of Private Component Foundations. As founder of both the APN and Philanthropy International, Kelly is a sought after speaker on this timely and relevant topic.
For the slide set companion for this presentation, click here.
NON-MEMBER PRICE FOR THIS PRODUCT IS $X
MEMBER PRICE FOR THIS PRODUCT IS
To enjoy this product for free as a member or to learn more about membership rates, click here
Running Time: 48 min, 15 sec
Our price: $29.00
Edu Webinar: Max. Opp. in a Changing Financial Climate Video Part B
What you need to know about the changing climate of Donor Advised Funds and Supporting Organizations in philanthropy. And how to leverage "Private Component Foundations" in these new restrictions and opportunities.
Listen as our special guest, Kelly Kidwell, explains the design and structure of Private Component Foundations. As founder of both the APN and Philanthropy International, Kelly is a sought after speaker on this timely and relevant topic.
For the slide set companion for this presentation, click here.
NON-MEMBER PRICE FOR THIS PRODUCT IS $35
MEMBER PRICE FOR THIS PRODUCT IS$35 FREE
To enjoy this product for free as a member or to learn more about membership rates, click here
Running Time: 46 min, 44 sec
Listen as our special guest, Kelly Kidwell, explains the design and structure of Private Component Foundations. As founder of both the APN and Philanthropy International, Kelly is a sought after speaker on this timely and relevant topic.
For the slide set companion for this presentation, click here.
NON-MEMBER PRICE FOR THIS PRODUCT IS $35
MEMBER PRICE FOR THIS PRODUCT IS
To enjoy this product for free as a member or to learn more about membership rates, click here
Running Time: 46 min, 44 sec
Our price: $35.00
Edu Webinar: Max. Wlth Trnsfr While Hldng onto Income Video
Listen as our special guest, Kelly Kidwell, explain the design of a LLC-CRT w/IDGT for providing inter-generational protection of wealth while protecting current generation income.
Webinar Topics will include:
- Intra-vivos Split Interest Wealth Transfer
- Minimizing capital gains taxes
- Mitigating or eliminating estate transfer taxes
- Spouse and Charity Gift Trust
- and more...
For the slide set companion for this presentation, click here.
NON-MEMBER PRICE FOR THIS PRODUCT IS $55
MEMBER PRICE FOR THIS PRODUCT IS$55 FREE
To enjoy this product for free as a member or to learn more about membership rates, click here
GEAR Approval #: 2010-0194
Running Time: 69 min, 17 sec
Webinar Topics will include:
- Intra-vivos Split Interest Wealth Transfer
- Minimizing capital gains taxes
- Mitigating or eliminating estate transfer taxes
- Spouse and Charity Gift Trust
- and more...
For the slide set companion for this presentation, click here.
NON-MEMBER PRICE FOR THIS PRODUCT IS $55
MEMBER PRICE FOR THIS PRODUCT IS
To enjoy this product for free as a member or to learn more about membership rates, click here
GEAR Approval #: 2010-0194
Running Time: 69 min, 17 sec
Our price: $55.00
EDU Webinar: TEFRA/TAMRA Corridor Video Part A
In this webinar, Kelly Kidwell, the APN's resident Author of Success, presents his much requested, "TEFRA/TAMRA Corridor" talk, which provides advanced planners with new understanding and powerful client narratives around the fundamental value of life insurance in advanced planning situations. Attendees will gain a deeper background as well as techniques for communicating that value with high net worth clients.
Understanding and communicating the efficiency of life insurance as an advanced markets tool is a challenge for many. One of the most requested talks on subject is Kelly Kidwell's TEFRA/TAMRA Corridor talk.
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.
Webinar topics include:
-How top advisors use TEFRA/TAMRA to maximum client advantage
-Maximizing the TEFRA/TAMRA tax law benefits
-Powerful, plain language narratives to communicate with clients
-Opening new client conversations
To access Part B of 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
GEAR Approval #: 2010-4577
Understanding and communicating the efficiency of life insurance as an advanced markets tool is a challenge for many. One of the most requested talks on subject is Kelly Kidwell's TEFRA/TAMRA Corridor talk.
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.
Webinar topics include:
-How top advisors use TEFRA/TAMRA to maximum client advantage
-Maximizing the TEFRA/TAMRA tax law benefits
-Powerful, plain language narratives to communicate with clients
-Opening new client conversations
To access Part B of this presentation, click here.
NON-MEMBER PRICE FOR THIS PRODUCT IS $45
MEMBER PRICE FOR THIS PRODUCT IS
To enjoy this product for free as a member or to learn more about membership rates, click here
GEAR Approval #: 2010-4577
Our price: $45.00
EDU Webinar: TEFRA/TAMRA Corridor Video Part B
In this webinar, Kelly Kidwell, the APN's resident Author of Success, presents his much requested, "TEFRA/TAMRA Corridor" talk, which provides advanced planners with new understanding and powerful client narratives around the fundamental value of life insurance in advanced planning situations. Attendees will gain a deeper background as well as techniques for communicating that value with high net worth clients.
Understanding and communicating the efficiency of life insurance as an advanced markets tool is a challenge for many. One of the most requested talks on subject is Kelly Kidwell's TEFRA/TAMRA Corridor talk.
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.
Webinar topics include:
-How top advisors use TEFRA/TAMRA to maximum client advantage
-Maximizing the TEFRA/TAMRA tax law benefits
-Powerful, plain language narratives to communicate with clients
-Opening new client conversations
To access Part A of 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
GEAR Approval #: 2010-4577
Understanding and communicating the efficiency of life insurance as an advanced markets tool is a challenge for many. One of the most requested talks on subject is Kelly Kidwell's TEFRA/TAMRA Corridor talk.
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.
Webinar topics include:
-How top advisors use TEFRA/TAMRA to maximum client advantage
-Maximizing the TEFRA/TAMRA tax law benefits
-Powerful, plain language narratives to communicate with clients
-Opening new client conversations
To access Part A of this presentation, click here.
NON-MEMBER PRICE FOR THIS PRODUCT IS $45
MEMBER PRICE FOR THIS PRODUCT IS
To enjoy this product for free as a member or to learn more about membership rates, click here
GEAR Approval #: 2010-4577
Our price: $45.00
