2801 Townsgate Rd, Suite 350, Westlake Village, CA 91361                    (800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK

Event Library

Home / Event Library
HOME   /   ABOUT US  /   MARKETS   /   TOOLS    /    BLOG    /   EVENTS   /   RESOURCES    /   CONTACT
In this session with Jaime Mueller we’ll review the traditional “maximization” asset repositioning strategy and present a deconstructed approach that:

  • Delivers a more effective, flexible result for clients who wish to leave a legacy for their families
  • Addresses the unintended disinheritance of loved ones inherent in traditional strategies
  • Utilizes a variety of funding sources: annuities, qualified plans, current income or other assets
  • Is effective for couples, singles and surviving spouses
  • Can also be used with younger clients seeking to lock in effective planning
Jaime Mueller currently serves as the Director of Member Services at AIN.

Mueller’s background includes a variety of roles at both insurance companies and insurance marketing organizations.  In her current role, Mueller focuses exclusively on the asset-based Long-Term Care and Chronic Illness and is charged with growing sales in the segment across a nationwide network of insurance marketing organizations. 
Tuesday, July 31
11:00 AM - 12:00 PM PST
2:00 PM - 3:00 PM EST
Demographic trends suggest that the market will be seeing more sales of family-owned businesses over the next twenty years. According to research by H...
When considering your high-net-worth clientele, you’ll likely find an extensive range of financial circumstances, asset structures, strategic goals, f...
It’s a phenomenon comprising two parts: one, completely understandable; the other, frustrating to the borders of fury. You have a client who just can’...
It’s a curious thing. Holders of non-tax sheltered mutual funds, as soon as they receive a disbursement, tend to roll it over into their account. Thei...
Check Out Our Newest Published Articles:

Dormant Assets, Changing Priorities and 20-20 Foresight
Modern Legacy Planning and Risk Management Strategies