Preserving Capital and Choice
Join us for the first in a series of LinkedIn Live, Preserving Capital and Choice from IDF Platforms.
If you’re an advisor working with high-net worth individuals, families or businesses and you want to raise your profile and market yourself with an offer that appeals to the ultra- high net worth then this is for you.
And if you’re an advisor already working with the ultra-high net worth then you’re certainly going to want to watch.
Hosted by business writer, podcast host and consultant, Jo Moffatt, you’ll find the events enjoyable and above all informative, profitable – and CONCISE. In them we’ll be exploring, with the help of experts in this field, how IDF provides information, expertise and support to help advisors provide increase capital and security while reducing tax by using Premium Finance and Private Placement Life Insurance.
You will learn how you can make more money for investors, your clients and earn more credibility and significantly more money for you as an advisor.