Estate Tax Planning with Tom Archer
Tom Archer, Chief Executive Officer at EMG Insurance Brokerage, chats with Gail Yantis about estate and gift taxes and the estate planning basics.
Watch Now.Specifically developed for P&C agents to better assist their commercial clients while adding revenue.
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Key Person Coverage
If you’re interested in how to have the “Key Person” conversation, how to qualify your clients, and how to provide a unique solution that sets YOU apart from the competition in the Property & Casualty world, join EMG and Protective Life for this quick virtual training.
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Business Owners Needs Cycle
Thursday, May 19, 2022 | 11:00 AM-Noon
No CE Hours | Member - Free
Instructor: Lauren Hicks – Prudential
Understanding the unique lifecycle of a business owner and how that correlates to the way you work with them, gaining insight into the different needs of a business depending on what stage they are in from brand new to well established, and learning about some valuable tools to help you start the conversation with your business owners.