This is a repeating event

Insurance Planning: Advanced Study Group

19dec11:00 am12:00 pmInsurance Planning: Advanced Study GroupShane Van Patten & Jeremy Vidmar

Event Details

This is a closed by-invite-only Study Group for advisors that work with Shane Van Patten and Jeremy Vidmar. If you are interested in learning more or joining the next round of sessions, please reach out to


Learned in every meeting:

  • Client Profile
  • What the Insurance/Annuity Does
  • Entry Point into the Conversation
  • How to have the Conversation
  • Making a recommendation
  • Medical Pre-Screen
  • Tools Available


  • January: Estate Planning
  • February: Business Owners (Succession Planning)
  • March: Business Owners (Retaining & Rewarding Key Employees)
  • April: Business Owners (Executive Carve Out – Life & Disability)
  • May: Corporate Owned Life Insurance (COLI) as a Bonding Agent
  • June: Life Insurance (Cash Accumulation)
  • July: Long-Term Care for the Wealthy/Affluent
  • August: Premium Financing
  • September: Split-Dollar Life Insurance
  • October: Bank Owned Life Insurance (BOLI)
  • November: Non-Qualified Deferred Comp
  • December: LINQS


December 19, 2023 11:00 am - 12:00 pm

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