About
Webinar Agenda:

>What is IUL? Why do people use it to build tax-free wealth?
>How does IUL differ from other common tax-efficient tools?
>What are the key benefits of IUL?
>What are the limitations of IUL?
>Who are suitable for IUL?
>How to choose an IUL plan that fits your needs?

Webinar time:
Thursday, August 10, 2023 at 1:00 pm CT

For those unable to attend due to timing issues, please still register. We will send the recorded webinar video to your email.

Presenters
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Justine Zhou
CEO of Zhou Agency
As a one-of-a-kind CPA who also excels in real estate investment, retirement planning and insurance, Justine was once given the nickname of "The Renaissance Woman", meaning " a woman who can do all things if she will." In spite of her seniority, Justine is a very approachable professional who genuinely cares about each individual and business' needs and finding them solutions that best fit their unique situation.
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Bruce Hersh
President of Smart Money Financial
Bruce has been in the insurance business since 1981. During that time, he has directed his energies in assisting independent brokers in the marketing and design of innovative solutions for advanced insurance needs. Key to this development has been an unbiased multi-company approach and a focus on providing proven long-term solutions for SMF clients. Bruce has also served as past president of Diversified Marketing Group and has been an equity partner of Diversified Marketing Group, Capitas Financial, Insurance Designers of America and LIBRA Insurance Partners.
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Lulu Zhao
Senior Insurance Account Manager
Lulu is a star in client service. Her knowledge and passion in insurance and genuine care for clients have enabled her to become a trusted insurance advisor who can always help our clients find the right insurance solutions that truly fits their needs.
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