About This Webinar
IUL Declassified Session #1: Solving your clients’ pain in today’s market.
Agenda
  • Welcome & Why IUL Now
  • Solving Your Client’s Biggest Pains: Taxes, Growth and Flexibility
  • Developing & Delivering New Holistic Retirement Plans
Presenters
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    Neil Wilding
    Partner & Chief Development Officer for Stonewood Financial
    Neil is one of the country's leading experts on tax-efficient retirement income strategies. A noted author and public speaker, Neil co-developed The New Holistic advising approach and co-authored The No-Compromise Retirement Plan.
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    Becky Swansburg
    Partner & Chief Marketing Officer for Stonewood Financial
    Becky Ruby Swansburg is Partner & Chief Marketing Officer for Stonewood Financial, and co-author of the industry-leading books The No-Compromise Retirement Plan and The New Rules of Retirement Saving. A nationally-recognized public speaker, Becky has trained advisors across the country on incorporating tax-efficient income planning and new holistic strategies into their practices.
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    Mike Miller
    President, Partner, Chief Executive Officer, CreativeOne
    insurance business. Prior to that, he held a number of senior executive-level positions with the former Aviva USA, including executive vice president of life and annuity sales, executive vice president of operations and general counsel.
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    Pat McEvoy
    SVP, Life Sales CreativeOne
    Pat’s spent the last decade working with advisors to develop strategies to minimize the impact of taxation, weaving insurance strategies into trusts and helping boutique advisors better serve their clients. He is knowledgeable in carrier strengths and capabilities, and can step in at a moment’s notice to provide accurate information and unparalleled support.
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    Rena Nicholson
    VP Life Sales, CreativeOne
    Rena melds her vast knowledge and expertise in the insurance arena with her passion for helping advisors create flexible strategies that positively impact clients. Her knowledge base in traditional life insurance, long-term care and disability insurance makes her indispensable for solving client needs with even the most-complex insurance applications.
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