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Business Owners

CRITICAL 401(k) Year End Review Planning for Business Owners [Video]

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CRITICAL 401(k) Year End Review Planning for Business Owners

California Estate Planning Attorney warns that savvy business owners should review 401(k) structures to mitigate taxes. 👉Book a Call at https://cunninghamlegal.com/book-your… BEFORE December to strategize income tax planning with big advantages.

Few business owners do proper long-term 401(k) planning to control their taxes and maximize benefits both for their employees and for their bottom line. As we move toward the end of the year, it’s critical to do a review of your 401(k) structures before December deadlines—a vital part of your year-end tax planning. Our experts will help you evaluate the different types of plans available, including little-known plans & strategies that allow for sizable advantages to owners while also providing good employee retention benefits.

In this legal webinar which is crucial to business owners large and small we discuss:

Retirement plans that can be used by small businesses in conjunction with 401(k)s or as stand alone plans (like a Solo 401(k), 415 (c)(1)(A)
404 deductibility
State-run retirement plans (and why business owners should avoid them)
Defined Benefit Plans and Cash Balance Pension Plans (which must be implemented before year end)
Profit Sharing 401(k) plans
SEP IRA (planning can be deferred until 2022)
What’s involved in a Year-End Tax Planning Discussion including:
Deadlines
Corporate Structure
Establishing a plan
Generating plan structure and disclosures
Establishing W2 compensation
Funding deferrals

Make this webinar part of your year-end best practice!

👉 Book a Call at https://cunninghamlegal.com/book-your
for California Living Trusts, Estate Planning, and Trust Administration.

SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdM

CONTACT us at https://cunninghamlegal.com/californi… to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California.

WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information

FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys!

PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

© 2021 CunninghamLegal

#cunninghamlegal #estateplanning #401k

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Business Owners

How to Show up More Powerfully as a Life Insurance Agent [Video]

Life Insurance agents carry a ton of responsibility to the clients they serve. Educate yourself, develop your skills and product understanding. The life insurance industry is the most pure example of money following value. Resources Book Coming in January, 2022 Course https://www.cashflowhacking.com Set up a call to discuss your finances or life insurance business https://calendly.com/LIFE180/claritycall ABOUT THIS VIDEO [[More detailed description of the content with keywords - if needed]] SUBSCRIBE TO LIFE180 ON YOUTUBE https://www.youtube.com/channel/UCyNvN057XS4Afd25rQrdFuQ?sub_confirmation=1 JOIN THIS CHANNEL TO GET ACCESS TO PERKS https://www.youtube.com/channel/UCyNvN057XS4Afd25rQrdFuQ/join Amazing tools to build your business: https://life180.com/ActiveCampaign https://life180.com/ClickFunnels https://life180.com/Dubb https://life180.com/Canva Chapter Timestamps Here 0:00 Intro 1:53 the MATH matters 2:33 don't start by selling your warm market 5:44 own what you sell 6:50 a confused mind always says no 9:00 IUL does not work for banking purposes 10:15 can you explain what Bitcoin is? does it matter? FOLLOW CHRIS ON SOCIAL MEDIA SOCIAL LINKS https://y.at/ LinkedIn https://www.linkedin.com/in/ckirkpatrick13/ Facebook https://www.facebook.com/LIFE180LLC/ Instagram https://www.instagram.com/realchriskirkpatrick/ TikTok https://www.tiktok.com/@realchriskirkpatrick ABOUT LIFE180 Chris Kirkpatrick launched LIFE180 as a solution to a problem. As the director of business development for a Fortune 1000 life insurance / broker dealer, he became disenchanted with the financial industry because of the lack of education provided to clients and how "financial advisors" were really just glorified sales people. So... LIFE180 was launched to help give relevant financial education for people to create wealth. Along the journey, LIFE180 has evolved. Chris quickly realized he was passionate about not just helping entrepreneurs on how to leverage their money, but how to build their businesses. Over the past 5 years, Chris has spent thousands of hours mastering the art of online business development for himself and clients. In 2020, LIFE180 morphed into a full service online business launch and development agency. If you need any help creating more revenue or generating more leads online, LIFE180 can help. https://www.LIFE180.com If you found this video valuable, give it a like. If you know someone who needs to see it, share it. Leave a comment below with your thoughts and questions. Add it to a playlist if you want to watch it later. *All content in this video is for educational purposes only and is not to be interpreted as personal financial advice. #LIFE180 #CashFlowHacking #CashFlowHacker #ChrisKirkpatrick #ColeSnell

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Business Owners

The Biggest Mistake Life Insurance Agents Make [Video]

Don't make this major mistake that most life insurance agents make. Your only job as a life insurance agent is to identify challenges that your client is having and figure out how to solve them. The reality is that whole life insurance can be an extremely versatile financial tool when used properly to meet your needs. Resources Book COMING IN JANUARY Course https://www.cashflowhacking.com Set up a call to discuss your finances or life insurance business https://calendly.com/LIFE180/claritycall ABOUT THIS VIDEO [[More detailed description of the content with keywords - if needed]] SUBSCRIBE TO LIFE180 ON YOUTUBE https://www.youtube.com/channel/UCyNvN057XS4Afd25rQrdFuQ?sub_confirmation=1 JOIN THIS CHANNEL TO GET ACCESS TO PERKS https://www.youtube.com/channel/UCyNvN057XS4Afd25rQrdFuQ/join Amazing tools to build your business: https://life180.com/ActiveCampaign https://life180.com/ClickFunnels https://life180.com/Dubb https://life180.com/Canva Chapter Timestamps Here 0:00 Intro 1:55 it isn't that confusing 2:55 What is the right way to design a whole life insurance policy? 5:48 The biggest mistake life insurance agents make 7:15 focus on your objectives NOT policy design 9:00 this ticks me off 11:25 What matters most with your whole life policy FOLLOW CHRIS ON SOCIAL MEDIA SOCIAL LINKS https://y.at/ LinkedIn https://www.linkedin.com/in/ckirkpatrick13/ Facebook https://www.facebook.com/LIFE180LLC/ Instagram https://www.instagram.com/realchriskirkpatrick/ TikTok https://www.tiktok.com/@realchriskirkpatrick ABOUT LIFE180 Chris Kirkpatrick launched LIFE180 as a solution to a problem. As the director of business development for a Fortune 1000 life insurance / broker dealer, he became disenchanted with the financial industry because of the lack of education provided to clients and how "financial advisors" were really just glorified sales people. So... LIFE180 was launched to help give relevant financial education for people to create wealth. Along the journey, LIFE180 has evolved. Chris quickly realized he was passionate about not just helping entrepreneurs on how to leverage their money, but how to build their businesses. Over the past 5 years, Chris has spent thousands of hours mastering the art of online business development for himself and clients. In 2020, LIFE180 morphed into a full service online business launch and development agency. If you need any help creating more revenue or generating more leads online, LIFE180 can help. https://www.LIFE180.com If you found this video valuable, give it a like. If you know someone who needs to see it, share it. Leave a comment below with your thoughts and questions. Add it to a playlist if you want to watch it later. *All content in this video is for educational purposes only and is not to be interpreted as personal financial advice. #LIFE180 #CashFlowHacking #CashFlowHacker #ChrisKirkpatrick #ColeSnell

Categories
Business Owners

Selling Life Insurance is like MAILBOX MONEY #Shorts [Video]

#SteveHouston #AgentSuccessAcademy #MortgageProtectionSalesWork from anywhere you want, anytime, anyplace, Virtual Insurance Sales..Legally Blind Agent submits $34,000 in his first 3 WeeksFIRED, Quit Over Health Decision? FREE Virtual Platform You Earn 6 Figures plus HIRING NOWWe want to hire you 6 figures Plus Virtual from AnywhereSteve Houston Contact Information. Cell: 530-320-8742 email:stevehouston.me@gmail.com------What is the Channel About?On this Channel, we are going to discuss Selling Mortgage Protection, Final Expense, and Retirement Protection and Annuities, all things Financial Services. We discuss the various IMO Insurance Organizations such as NAA, National Agents Alliance, AIL, American Income Life, Symmetry Financial, Equis Financial, First Family Life, and others, we present the facts backed by third-party documentation and allow you to decide. Video Release Schedule:On Sunday I will release another video and the theme will be Random.Be sure to comment, like, hit the Bell for instant notifications of new video content, and then mash the Subscribe Button, and I hope to read your comments daily.Also, consider joining the Agent Success Academy! Whether you start a Mortgage Protection Final Expense or any business, success starts with YOU! Join me in this 7 week series on the Success Habits that Work, I will be covering some success habits I learned many years ago in a one-day Seminar.There will be handouts for you to follow.For you to get these handouts, click this link enter your name and email address and each week they will be emailed to you so you can take full advantage of this Series.Click this link to join this series and get the weekly course handouts. http://eepurl.com/gcEd8X———— Check our other videos : The 10 Things you need to know Before You sign with an IMO:I talk about that in this video: https://youtu.be/vZ20JHauYXs It is not just a Sign Up Thing, it is much more than thatUnless you’re signing up with a network marketing type IMO, and being with a friend or family member is important, who you sign up with is critical to your success. I talk about that in this video: https://www.youtube.com/watch?v=kJIXa...What your Mortgage Protection and Final Expense Recruiter is (NOT) telling you:I talk about that in this video: https://www.youtube.com/watch?v=bOL9f...IMO’s Scams?I talk about that in this video: https://www.youtube.com/watch?v=cOS9w...Call me and let’s set up a time to discuss, the 10 Things you need to know before you sign with an IMO and what I feel is The Agency Difference, we can then discuss the Compensation plan, income case studies and examples, carriers we use and contracting guidelines. Steve Houston Contact Information. Cell: 530-320-8742 email:stevehouston.me@gmail.com