Thank you to all who attended this year's Advanced Planning Seminar at the Bellagio in Las Vegas!

 

Topics of discussion included:

Captive Insurance Overview
What is a Captive Insurance Company? / How to Establish a Captive Insurance Company / How a Captive Can Benefit You and/or Your Client.

Captive Insurance Case Studies – 2013: What Worked and What Didn’t Work
2013 was a fast paced year for captives and 2014 started off even faster.  Maximize your sales time and efficiency by examining what worked and what didn’t work in 2013.  RMC will be reviewing several case studies from 2013… We will review cases that never made it up to bat, cases that almost made it to home plate (and why they were thrown out) , and cases that were a grand slams (and examine what cork the agents had in their bats). 

Property & Casualty Insurance – No More Leaving Money on the Table!
Did you know RMC can help you enter the P&C insurance industry?  The old saying goes, “Sell one line and they’re not your client.  Sell them two lines and they may be your client.  Sell them three lines and they’re your client for life.”  In today’s world, clients are expecting more and more from their trusted advisors so just being a “jack of all trades but a master of none” is no longer enough to keep up with the insurance industry’s growing competition.  Let RMC show you how you can enter into this highly lucrative market space with little to no effort of your own.

Section79 – Why this market is thriving and why it is an imperative planning tool for your clients
Section 79 offers a rare opportunity for employers to purchase life insurance on a tax favored basis and have access to a myriad of benefits all through one program.  Section 79 offers a host of benefits far beyond the life ledger sale:  Take all of the benefits of an IUL contract, add tax leverage, and then position the added features like “key man disability coverage,”  family succession planning,  buy-sell opportunity,  the “need and greed factor” and you have a market for success.  

Qualified Pension Plans – Here today, here tomorrow
With over 40 years of qualified plan administration on our resume, we know that retirement planning is as in-vogue today as when we started.  If your clients want a time-tested, effective planning tool, then a qualified plan cannot be overlooked. Your edge in the qualified planning marketplace is CJA and PlanGen. We offer one stop shopping from proposal to documents to professional identity for you to actuarial valuations and IRS filings. See what CJA/PlanGen has to offer. Session includes a split funded defined benefit plan study and IRA rollover discussion.

 

CJA and Associates, Inc. and RMC Consultants, Ltd.
791 10th Street South | Suite 202 | Naples, FL | 34102
Ph.: (888) 599-5553 | Fax: (239) 298-8211
www.cjamarketing.com