NJBIA webinars are a free benefit to all members. Learn about best practices and available resources to help your business succeed. You can ask questions or just listen in – all without leaving your desk.
Miss one you really wanted to view? No problem. Each webinar is archived for later viewing as well. For more information, contact Association of Member Programs Jasmine Garrett 609-858-9518.
Two dirty little words that can help keep more money from Uncle Sam
This webinar will address:
What you are actually being charged on your life insurance (not just the premium)
New best-interest standards passed in 2020 for clients regarding life insurance.
Protecting your assets from a catastrophic healthcare event
Making sure your policies are still adequately funded post-COVID-19.
SPEAKER: Dave Buckwald, CFP®, CLU®, ChFC®, CLTC® CEO & Founder | Head of Insurance Portfolio Review & Wealth Transfer Dave has been providing financial advice and guidance to individuals, families and business owners for more than 30 years with specialties, including life insurance, estate planning, and wealth transfer strategies. From losing his own father at a young age to the tragic loss of 51 friends and clients in the North Tower on 9/11, Dave has a deeply personal understanding of the complications and stress that come from lacking an organized and coordinated written financial plan. These experiences have filled Dave with a steadfast commitment and unparalleled passion that drives his vision for OneTeam Financial: To make sure that no family or business of ours will ever be left unprotected and not have their whole financial house in order. In addition to being a highly-credentialed advisor, Dave is also a respected thought leader within the financial industry, a sought-after speaker, media resource, and active advocate for numerous local charities throughout New Jersey.