Morning Session
OBBBA, Taxes & Your Clients: How to Leverage What’s Happening in Washington to Drive Life & Annuity Sales
The one constant in Washington is change, and you can leverage that change to educate your clients, increase their after-tax income, and strengthen their legacy plans. This training will help you analyze new tax policies, long-term spending and debt trends, and other government changes to help your clients in retirement.
Learning Objectives:
- Why your clients need to understand the risk of rising taxes and how to protect their retirement from tax changes in the future
- What could be ahead for IRMAA, estate taxes, income taxes, and retirement savings accounts
- How to help your clients diversify the tax status of their legacy approach – without overpaying taxes and government fees
- Top tax messages for seminars, lead gen, and client meetings
Sponsored by Stonewood Financial
Becky Swansburg, Partner
Neil Wilding, Partner
11:00 AM – 12:30 PM
Lunch on Own
12:30 PM – 1:00 PM
Networking Break
1:00 PM – 5:00 PM
Afternoon Session
The afternoon session focuses on practical preparation for meetings on Capitol Hill. Attendees receive a briefing on current federal issues and policy trends, along with NAIFA’s official talking points for congressional appointments. The session also covers what to expect during Hill meetings and best practices for sharing real-world perspectives with lawmakers and staff. Members will connect with peers and NAIFA leaders from all 50 states, strengthening professional networks and building momentum that carries directly into Day Two on the Hill.
7:30 PM
Company Dinners by Invitation
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