Please Join Us

September 21-22
Live, in-person training

Registration is full. Please contact the CreativeOne Life Sales Team for additional information.

Ignite your practice's success in the shifting financial landscape.

Unleash the secrets of tax mastery at CreativeOne’s Taxes Declassified workshop. Come discover cutting-edge strategies to harness the power of taxes, navigate national debt implications, and transform Washington’s instability into business opportunities.

Arm yourself with powerful tools and unleash unprecedented growth potential for your practice. With Taxes Declassified, you’ll emerge with unmatched confidence and expertise in crafting tax-efficient retirement income strategies.

Don’t miss out on this game-changing event—secure your spot today!

Thursday, September 21 | 2 - 5 p.m.

Learn how to differentiate your practice with taxes and discover the step-by-step process for creating tax-efficient retirement income strategies for your clients. We’ll teach you to attract new clients and increase wallet share from your existing book by focusing on taxes. Hear from our carrier partners on the innovations leading the IUL marketplace.

Friday, September 22 | 8:30 a.m. - 12 p.m.

Gain actuarial insights into maximizing IUL’s value for your clients and understand how to position flexible strategies that allow for shifting priorities. Hear from our marketing experts on how top producers are generating qualified leads and closing new prospects by leading with taxes. We’ll teach you how to make the most of today’s products – and overcome client objections.

Neil Wilding

Chief Operations Officer
Stonewood Financial

Becky Ruby Swansburg​

Chief Executive Officer
Stonewood Financial

Pat McEvoy

Sr. VP, Life Sales
CreativeOne

Rena Nicholson

Sr. VP, Life Sales
CreativeOne

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