Hot topics are always up for discussion.

Extraordinary and monumental changes are happening. With AG 49-A, IRC Section 7702 changes and the Democrats controlling three branches, what’s the bottom line? There’s short-term confusion, but it’s going to be net-positive for our industry, creating extensive value-add opportunities to your relationships.

Meet Unplugged: Life Insider.

Join us for Unplugged, dedicated to helping you capitalize on 2021 changes in legislation, products, taxes and estate planning.

It’s a who’s-who panel of subject-matter experts collaborating to help you:

  • Capture larger sales presented by legislation.
  • Identify specific targets and their foot patterns.
  • Confidently approach clients, colleagues and acquaintances.
  • Communicate key benefits and increase closing rates.

Enter your information and gain instant access to recordings & resources now!

Here is your Unplugged powerhouse panel.

Justin Smith
Justin Smith
Principal, Balanced Strategies

Justin is the founder of Balanced Strategies, LLC, and leads Advantage Insurance Network’s joint resource platform, AdvantagePoint. Justin is also a Principal of Cavalier Associates, a national life insurance brokerage general agency, and a founding Principal of America’s Top Planner™. He serves as a member of various industry groups, including AALU, and has served as a board member of Forum 400 as well as his local Society of Financial Services Professionals chapter. Justin is a graduate of the University of Oregon where he earned his Bachelor of Science in Economics.

John Reed, Jr.
Senior Consultant, Balanced Strategies

John helps wealth holders, advisors and strategic partners implement and maintain advanced wealth/business protection and transfer strategies. He currently serves as a Finance Commissioner to the city of Newport Beach, Calif., is the immediate past president of The Elite OC: Young Professionals Giving Back, and is a graduate of University of Cincinnati, where he received his BS/MS in Aerospace Engineering as well as his MBA.

John Reed
James Christie
James Christie
Senior Consultant, Balanced Strategies

James spent over a decade with one of the largest life insurance companies in the United States. Before joining the team, James was the Vice President and head of Competitive Market Solutions for Lincoln Financial Group where he led a team of 20 professionals that focused on competitive analysis, advanced planning, product manufacturing and internal and external customer training for life insurance and long-term care. James received an MBA in Leadership and a BS in Management from Franklin Pierce University. He was also named one of the Top 25 rising stars under the age of 40 in life insurance distribution by LIMRA.

Mike Miller
President, Partner, Chief Executive Officer, CreativeOne

Mike was formerly president and managing director of Global Atlantic Financial Corporation’s life insurance business. Prior to that, he held a number of senior executive-level positions with the former Aviva USA, including executive vice president of life and annuity sales, executive vice president of operations and general counsel.

Mike Miller
Pat McEvoy
Pat McEvoy
Sr. VP Life Sales, CreativeOne

Pat’s spent the last decade working with advisors to develop strategies to minimize the impact of taxation, weaving insurance strategies into trusts and helping boutique advisors better serve their clients. He is knowledgeable in carrier strengths and capabilities, and can step in at a moment’s notice to provide accurate information and unparalleled support.

Rena Nicholson
VP Life Sales, CreativeOne

Rena melds her vast knowledge and expertise in the insurance arena with her passion for helping advisors create flexible strategies that positively impact clients. Her knowledge base in traditional life insurance, long-term care and disability insurance makes her indispensable for solving client needs with even the most-complex insurance applications.

Rena Nicholson

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