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
It’s a tricky matter. Clients spend years collecting objects that please their eyes and comfort their souls. Valuable porcelain, rare coins, Victorian...
Americans are living longer and enjoying better health than in any period in our history. This trend is well understood by the insurance industry, whi...
We often speak about the relationship between financial advisors and their clients. In our featured article, we hear an expert speaking about the best...
If a client has a cash value life insurance policy, they probably feel pretty secure. Even if they run into financial trouble, they can always borrow ...
Check Out Our Newest Published Articles:

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