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.

Most Recent Recording

Tax Law Proposals
Mike Miller, Justin Smith & Pat McEvoy

Lawmakers have enacted six major bills—costing $5.3 trillion—to help manage the pandemic and mitigate the economic burden on families and businesses. There are numerous proposals on the table to massively increase taxes of all types.

Unplugged: Life Insider Resources

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Potential Tax Changes Cheat Sheet

The President’s infrastructure proposals are likely to require trillions of dollars in new tax revenue. There are numerous proposals on the table to massively increase taxes. Engage in these sectors and use this to create client interest. This cheat sheet identifies individuals, businesses, estate and gift tax and other impactful proposals.

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Client Identification Cheat Sheet
First glance product inpact and observations:
Identify client opportunities in these five areas.
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Teaser to the Unplugged Series

Expand your practice by capturing opportunities created by monumental legislation changes and tax proposals.

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Consolidated Appropriations Act, 2021 Talking Points

Why It Matters & the Impact

Overview of the 2021 Opportunities
Mike Miller & Justin Smith

With Section 7702 changes and significant tax changes proposed in 2021, see how this will impact 2021 and what’s to come.

First Carrier Updates Product – Changes & Opportunities
Mike Miller, Justin Smith & Rena Nicholson
Watch this 30-minute segment on what you can be doing for clients, what changes are a-foot and how to take stock on existing book of business.
Sign Up for the Webinar Series

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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