About this Event
Maximize Tax Savings & Learn National Life Group Solutions – Free Pizza Lun
Dear Licensed Agent,
Are you looking for ways to help your clients save thousands (or even tens of thousands) of dollars in taxes this season? We invite you to our free lunch seminar where we’ll explore how to leverage National Life Group’s advanced sales team for solutions like SEP IRAs, Profit Sharing/401(k) plans, and Defined Benefit plans. We’ll also cover National Life Group’s life insurance and annuity products to help you diversify your offerings.
Highlights:
- Tax Strategies: Learn how to set up retirement plans that can significantly reduce your clients’ tax bills.
- National Life Group Products: Discover the unique features and benefits of National Life Group solutions—and how to get appointed if you aren’t already.
- Networking & Collaboration: Connect with fellow licensed agents, share best practices, and grow your professional circle.
- Free Pizza Lunch: Enjoy pizza on us while you learn!
RSVP: Please RSVP to confirm your attendance, so we can plan accordingly for lunch. Feel free to bring along any other licensed agents who might benefit from these insights.
We look forward to helping you expand your product knowledge and strategies for the upcoming tax season. See you soon!
Event Venue & Nearby Stays
San Mateo CA, 1900 South Norfolk Street, San Mateo, United States
USD 0.00 to USD 7.18
