About This Webinar
Looking for ways to gather more assets while helping clients avoid
potential tax pitfalls? This timely program discusses how to utilize the
1040 tax form to determine if clients have additional cash reserves that
can be better positioned for long-term growth. In addition, it highlights
potential tax liabilities associated with a client’s underlying investment
portfolio, and provides strategies for creating tax-efficient retirement
income plans.
Agenda
  • Special Emphasis on the following tax traps:
  • Tax Trap: Asset Maximization
  • Tax Trap: Beneficiary Planning
  • Net Investment Income Tax (NIIT) Mitigation
Presenters
  • 1609774799-5196b4ea64e06a43
    Delaware Life
    We’ve made it our mission to deliver value and results to everyone we work with by:

    Building our client-focused products with straightforward features, appealing indexes, and reasonable fees—plain and simple.

    Making products available to knowledgeable financial representatives who deliver those products with clarity and integrity to help clients make smart decisions to protect their savings and build for the future.

    Creating a seamless, accurate service experience you can rely on from the first moment you
    contact us.
  • 1611166457-7742acb2ad6e9bb4
    Jeng Chiu
    Director, Eastern Region
    As a National Sales Consulting director, Jeng consults with financial professionals on retirement income planning strategies that focus on risk management, distribution, and tax planning to help them differentiate themselves and build successful, profitable businesses.

    With more than 20 years of experience, Jeng has extensive knowledge in client relationship management and strategic planning. Prior to Delaware Life, Jeng was the director of advanced planning for a leading financial company, where he was responsible for educating financial professionals on financial planning topics, conducting workshops at financial roadshows, and developing advanced-sales concepts.

    More recently, Jeng was the vice president of relationship management for a leading insurance company, where he created and executed business development plans for top strategic firms and worked with wholesalers to create sales opportunities in the field.

    Jeng holds Series 7, 24 and 63 licenses, is a Certified Financial Planner® professional, and earned a Juris Doctorate from the University of Houston Law Center and a bachelor’s degree in business administration from the University of Texas, Austin.
  • 1611166576-8fcafe008ce97571
    Brendan Payne
    Director, Western Region
    As a National Sales Consulting director, Brendan consults with financial professionals on retirement income planning strategies that focus on risk management, distribution, and tax planning to help them differentiate themselves and build successful, profitable businesses.

    As a licensed financial professional, Brendan has extensive knowledge and experience with leadership and creating sales-related goals. Prior to Delaware Life, Brendan was an advanced strategies consultant for a leading life insurance company, where he provided wide-ranging expertise in taxation, IRA rules, and estate and retirement planning.

    Brendan is an active member of the Colorado Bar. He earned his JD
    from Western New England University School of Law and his LLM in Taxation from the University of Denver. He holds Series 7 and 63 licenses.
  • 1632248377-680dd432f6e85aca
    Dennis Mattern
    VP ~ Training & Development
    As an educator and strategist, Dennis believes in helping advisors become the best possible version of themselves.

    Throughout his career, Dennis has worked in the financial services industry—salesman, financial advisor, recruiter, sales consultant, team manager, regional sales director, and even a founding member of a financial services firm.

    Every role has taught him something about the industry and together they add up to more than 26 years of invaluable experience.
Powered by BigMarker