Education Workshops

Education Workshops

Course Title: Define Your Risk/Reward and Move from Buy & Hope to Buy & Know

Course Description:
The financial future of the investing public is subject to great risk from stock market volatility and future taxation. The majority of stock portfolios will rise in value when markets rise and will fall in value when the markets are falling.

It is our strong belief that mitigating and eliminating stock market risk while also mitigating and eliminating future taxation will allow for a brighter financial future moving seniors and business owners from Buy & Hope to Buy & Know.
We compare traditional qualified plans to available tax free vehicles with an emphasis on the little known “Living Benefits” of Cash Value Life Insurance. We help seniors and business owners understand how Cash Value Life Insurance can eliminate future taxation and stock market risk.

We explain the mechanics of how these tools operate allowing:

  • Elimination of Future Taxation
  • Participation in the Upside of the Markets
  • Locking in Gains Annually
  • Shielding Cash Value From Litigation
  • Giving Tax Free Access to Cash Value Without Age and Use Restrictions

We will share how these vehicles can be part of an integrated financial plan providing for:

  • Family Protection
  • Funding Education
  • Tax Free Retirement
  • Executive Bonus Plans
  • Funding of Buy/Sell Agreements
  • Family Business Transition/Continuation

Speaker Bio:

Mark Sherwin has been in the financial industry since 1993. Mark attended The University of Florida, Eckerd College and Albert Ludwigs University earning a BA in International Business and a BA in German. He began Sage Capital Advisors, Inc in 2001 to address the lack of integration between the various disciplines and practitioners associated with the fields of investment, taxation, business and estate planning. Mark integrates planning with the various practitioners taking a multi-disciplinary approach to all planning. Mark has held the Series 7, 24, 65, 63 and Life, Health and Variable Annuity Licenses.