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Live (classroom) Insurance Continuing Education, CFP Continuing Education, CLU/ChFC, CIMA, CPA and MCLE Continuing Education approved for presentation by executive and wholesaling teams and individuals

Course Information

Title:

EGTRRA Impact on Qualified Plans

Description:

The Economic Growth and Tax Relief Reconciliation Act affected several areas. This course focuses on qualified retirement plans which have been impacted to a greater extent than most business owners realize. This course will help attendees educate the business owners how to best take advantage of these new changes and determine the most suitable plans and funding options. See why annuities and life insurance are a fit into these qualified plans. Learn the “Seven Deadly Sins for Qualified Plans.”