Advanced Planning – A Webinar Event

Presented by Gideon Advisers and Profectus Financial co-founder, Kelly Woo, CFP®.

Tuesday, Oct. 10th at 2pm PST

What’s It About?

Add to your list of services with the Advanced Qualified Plan Model, which helps you create custom solutions for your clients that save tax dollars and build retirement wealth. Part of this strategy includes standard life and annuity products that you may already sell.

With features in substantial editorials such as and MDRT Magazine, our partners corner the market in tax-saving strategies. In addition to granting you wholesale access to their intellectual property, our partners want to help bring value to your business by providing you with:

  • Real world case studies to help you learn the Advanced Planning process
  • Direct support in meeting with clients and explaining these strategies
  • Guides for managing your business owner client cases
  • Concierge level service for you and your clients

If you have business owner clients, we encourage you to attend this live presentation so you can consider how these tax-saving strategies might positively affect both your clients and your business.

Claim Your Spot


Simply fill out the form below to request a one-on-one call with our co-founder.

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