You're invited to an exclusive Lunch & Learn seminar designed specifically for real estate professionals who are ready to protect what they’ve built, plan for long-term success, and level up their financial future—all while enjoying a catered lunch and great company.
In an industry where you are your business, smart planning isn’t optional—it’s essential. This interactive session will be led by industry experts and will cover powerful strategies that every real estate professional should know.
You’ll walk away with real tools to help you:
🔐 Protect Your Career & Income
- Learn how life and disability insurance can protect your income as a 1099 agent
- Understand business planning tools to protect yourself and your family during life’s unexpected moments
💰 Strengthen Your Financial Foundation
- Explore income sources like IRAs (SEP, SIMPLE, Traditional, ROTH), annuities, and cash value life insurance
- Build a personalized income replacement strategy that fits your real estate lifestyle
🛡️ Understand Your Business Coverage
- Dive into general liability insurance and umbrella coverage, and why it matters more than you think
🏁 Plan Your Exit Like a CEO
- Get expert tips on legacy planning, business valuations, buy/sell agreements, and executive bonus structures
This session includes take-home brochures, real-world examples, and key insights to help you take control of your financial future. Whether you're new to the industry or a seasoned pro, this is your chance to future-proof your business in a relaxed and engaging environment.
Catered Lunch | Professional Insights | Real-World Value
Space is limited—reserve your seat today!
