[WEBINAR] Advanced Sales Idea Webinar: Help Solve Unique Challenges: A High-Net Worth Client Case Study from Ameritas

Field Sales Webinar: A High-Net-Worth Client Case Study
Serving high-net-worth clients requires sophisticated planning and a strong grasp of complex financial needs. In this advanced webinar, advanced planning and Bret Klabunde, InSOURCE financial advisor, will walk through a detailed real-life scenario focused on wealth transfer, tax efficiency and legacy planning. The session highlights planning strategies that resonate with affluent clients and support deeper advisory relationships.