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Webinar Recordings

Catch up on previous sessions

Advanced Planning Strategies for Your Older Clients

In this webinar, we share how life insurance can help your clients:

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  • Minimize their estate taxes

  • Plan for future care needs

  • Leave a lasting charitable legacy

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IRR Explained: A Better Way to Plan

In this session, we discuss:

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  • What internal rate of return (IRR) is and why it's an essential tool for advisors

  • Practical ways to apply IRR to your clients' financial plans

  • How Core can simplify your calculations

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