Maximizing Client Wealth Through Qualified & Non Qualified Pre Tax Planning

To fuel growth, savvy advisors are looking for successful sales strategies that better align them with select client needs and enable them to save more on a pre-tax basis. To meet this need, this session will discuss best practices on how to maximize client savings through qualified and non qualified plan strategies. In addition to identifying the target market for qualified, non-qualified and combination plans, we will discuss the process and the transition to the non-qualified sales strategy. As a bonus, our panelists will provide takeaway tips from advisors active in the non-qualified plan market.


Segments

Segment One
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Guest

Robert Nienaber
Director Of Executive Benefit Sales
The Guardian Life Insurance Company of America

Bob Nienaber is the Director of Executive Benefit Plan Sales for The Guardian Life Insurance Company. Mr. Nienaber provides advisors and their clients with guidance and helps them develop deferred compensation, DB, stock option alternative, 457(f), executive business continuation and bonus plans for highly compensated executives. Prior to joining Guardian, Bob was a VP for The Phoenix Companies, Inc., responsible for executive benefit sales and the co-design of their benefits platform. He is an active speaker and the author of America’s Last Gold Rush. Through the American Association of Life Underwriter’s Impact Committee, Bob works with members of the Congressional Senate Finance Committee on issues affecting corporate executive benefit plans. Mr. Nienaber holds a bachelor’s degree in Communications from California State University and the American College’s Chartered Financial Consultant (ChFC) designation.

For more information, call (916) 838-0866 or email: robert_nienaber@glic.com


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