There’s no way around it. Positivity is a choice. Amidst our biggest challenges, both professional and personal, our ability to choose positivity is a game changer. We believe it’s so important, we’ve included it in our six core values. Many times, our positivity (or negativity) dictates our results. It opens and closes doors, and it unleashes the potential in ourselves and those around us. Why is it so powerful?
Jeffrey’s history in the financial services industry started in January of 1998, as a field sales trainer and sales manager for insurance giant AIG. He later joined Allianz Life as a wholesaler of annuities, life insurance and long term care insurance working with agents nationwide. In 2007 he branched off into the life settlement industry closing nearly $350 million in life settlement cases in just 18 months. Concurrently Jeffrey started his own agency in 2002 as an independent agent and continues to do personal production. Jeffrey is a highly sought after sales trainer, coach and marketing consultant to life insurance agents and advisors nationwide, working with many of the industry’s top agents and advisors. He is known by many in the industry as “The Leveraged Marketing Guy” and is the developer of the popular Quantum Marketing System™ used by hundreds of agents and advisors nationwide. He was recognized by leading life insurance and annuity distributor ECA Marketing for his innovative, creative thinking and contributions as recipient of the 2015 Visionary Award.
Jeffrey will be speaking on a unique tax discounting approach to help business owners reduce their tax liability by 25% or more on already tax deferred savings, known as The Distribution Solution.
- The little known strategy is designed to convert a taxable qualified account into a tax free income on a tax advantaged basis.
- Reduces exposure to stock market volatility
- Eliminates Required Minimum Distributions (RMD’s)
- Insulates savings from future changes to tax rates
ECA Marketing, Inc. www.ecamarketing.com
Office Hours: M-Th 8AM CST to 5PM CST, Friday 8AM CST – 4PM CST
7800 Equitable Drive | Suite 200 | Eden Prairie, MN 55344
P: 800.356.4189 x2216| D: 952.224.0256 | F:952.229.8606
Hire the Board
Did you know that businesses that use the help of an Advisory Board at least once a year outperformed those that do not? We see this regularly when consulting with business owners. The fact of the matter is all business owners need some support and guidance along the way the matter how good they are. that is why the Small Business Advisory Board Offers a service call Advisory Board for Hire. So how does this work?
If I asked 100 people this question, I would get 100 different answers. The sad part is that in reality most businesses fail for the simple reason that they have challenges in their business that often times they are not even aware of. These issues cause major trauma to the business over time and sadly can be easily fixed in most cases.