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UPCOMING WEBINAR:
Join us for our exclusive two-part webinar series, featuring the distinguished keynote speaker, Joe Ross, ChFC, CLU, CRC, from Corebridge Financial.
Business Owners, What Keeps You Up At Night?
October 5, 2023 11:00am PST / 2:00pm EST
During this first session, Joe will share his expertise on the pressing concerns that often plague business owners, exploring the challenges that keep them awake at night.
Following the webinar, we'll provide all participants with Corebridge's consumer-approved presentation, thoughtfully crafted with a user-friendly hyperlinked agenda. This feature allows you to easily access the topics most relevant to your business owner clients' concerns.
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Fundamentals of Irrevocable Life Insurance Trusts (ILIT)
October 25, 2023 11:00am PST / 2:00pm EST
It all began with a groundbreaking sales concept—an innovative perspective on harnessing the potential of ILITs in light of the impending sunset of the Estate Tax Exclusion Limit by the end of 2025. With just two years left to educate our clients about this remarkable opportunity, we embarked on a mission.
For those who seek a comprehensive understanding of estate planning with ILITs, Corebridge has created a meticulously curated 5-part journey into the fundamentals of Estate Tax and ILITs. This educational series lays a strong foundation. Then, we immerse you in one of the most compelling narratives available, offering an exceptional strategy to navigate the approaching sunset.
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Joe Ross, ChFC, CLU, CRC
Sales Productivity and Business Development
Corebridge Financial
Joe Ross, ChFC, CLU, CRC has established a reputation as one of the industry’s most impactful concept innovators. His unique insights have been the brainchild behind sales concepts that have driven life insurance and annuity sales for over four decades. Joe brings over 40 years of wisdom, experience, sales aptitude and motivation to develop and deliver knowledge and skills that drive success for agents, financial advisors and wholesalers. His broad-based knowledge of products, tax law, sales, marketing, effective messaging and professional development make him an asset throughout the financial services industry. His personal mission statement is to “Inspire People To Achieve More,” and what you learn from Joe can do exactly that.
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We at GBS Insurance thank you again for your business.
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For more information or insurance quote requests, please contact your brokerage manager.
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GBS Insurance and Financial Services, Inc, CA License #0D87913
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21820 Burbank Blvd., Suite 301
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For agent use only - not for use with the general public.
GBS Insurance and Financial Services, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
© 2023 Arthur J. Gallagher & Co.
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