Advanced Markets
Training & Events
Advanced Markets Monday
LEARN AND ACHIEVE EXTRAORDINARY RESULTS
Advanced Markets Monday is an ongoing webinar series dedicated to providing valualbe advanced markets insights in 30 minutes or less each week. These events take place 11:30am EST/10:30am CST. Scroll down or click to see the upcoming events!
Upcoming Events
EXPLORE UPCOMING EVENTS IN MORE DETAILS
You can Individually Register for an Event by clicking on the Register Now! button. We will send you the meeting link after you register and we will send you notifications for every Advanced Markets Monday event along with the meeting link.
2
OCT
Back to the Basics with Nationwide
10:30 am MST
Presented by: Sharlene Woerther, CLU, CLTC from Nationwide
We will email & text only meeting information to you.
9
OCT
Key Person Life Insurance
10:30 am MST
Presented by: Eric Thibault, Executive VP Advanced Markets
We will email & text only meeting information to you.
16
OCT
An Overview of LTC in America
10:30 am MST
Presented by: Sharlene Woerther, CLU, CLTC from Nationwide
We will email & text only meeting information to you.
23
OCT
Can Life Insurance Help the Sequence of Returns Story?
10:30 am MST
Presented by: Scott Karstens, President of Advanced Markets
We will email & text only meeting information to you.
30
OCT
What is Your Business Worth? Protecting Your Value and Your Legacy
10:30 am MST
Presented by: Sharlene Woerther, CLU, CLTC from Nationwide
We will email & text only meeting information to you.
6
NOV
Exploring the Use of Wills
10:30 am MST
Presented by: Eric Thibault, Executive VP Advanced Markets
We will email & text only meeting information to you.
20
FEB
Entity Purchase Buy-Sell Agreements
10:30 am MST
Presented by: Scott Karstens, President Advanced Markets
We will email & text only meeting information to you.
26
FEB
Exploring ILITS & Timing of Estate Tax Filing
10:30 am MST
Presented by: Eric Thibault, EVP Advanced Markets
We will email & text only meeting information to you.
4
MAR
Key Person Case Design
10:30 am MST
Presented by: Scott Karstens, President Advanced Markets
We will email & text only meeting information to you.
11
MAR
Corporate Split Dollar Session 1: Loan Regime Split Dollar
10:30 am MST
Presented by: Eric Thibault, EVP Advanced Markets
We will email & text only meeting information to you.
18
MAR
Corporate Split Dollar Session 2: Economic Benefit Split Dollar
10:30 am MST
Presented by: Scott Karstens, President Advanced Markets
We will email & text only meeting information to you.
25
MAR
Executive Benefits Decision Tree
10:30 am MST
Presented by: Scott Karstens, President Advanced Markets
We will email & text only meeting information to you.
2
APR
Private Split Dollar
10:30 am MST
Presented by: Eric Thibault, EVP Advanced Markets
We will email & text only meeting information to you.
8
APR
Generational Split Dollar Planning
10:30 am MST
Presented by: Eric Thibault, EVP Advanced Markets
We will email & text only meeting information to you.
16
APR
Tax Control Triangle
10:30 am MST
Presented by: Scott Karstens, President Advanced Markets
We will email & text only meeting information to you.
22
APR
Death, Taxes, and IRAs
10:30 am MST
Presented by: Eric Thibault, EVP Advanced Markets
We will email & text only meeting information to you.
29
APR
Disability Planning - the Forgotten Risk
10:30 am MST
Presented by: Scott Karstens, President Advanced Markets
We will email & text only meeting information to you.
ADVANCED MARKETS
BENEFITS
Learn the knowledge and skills you'll need
to grow your business
Identify New Planning Opportunities
Our Advanced Markets training and team can help you identify new opportunites for your clients
Learn About Advanced Planning
Consistent and timely learning opportunities to help you grow and better serve your clients.
Move Past Your Blind Spots
You have a team behind you helping train or present new or advanced ideas to you, your office, or your clients.
Learning Advanced Case Design
We teach you how to appy advanced planning and design strategies you can repeat the process.
Our Leadership Team
Scott Karstens
President of Advanced Markets
Eric Thibault
Executive VP of Advanced Markets
AS SEEN IN...
Upcoming Courses
Advanced Markets 101
COMING SOON!
Advanced Markets 201
COMING SOON!
Advanced Markets 301
COMING SOON!
Trusted By
From the moment we onboarded with NFG, the Advanced Markets Team went above and beyond to ensure we had all the resources and knowledge we needed to excel. They didn't just hand us a list of products to pitch; they took the time to understand our goals and our clients' needs and crafted strategies that were aligned with both.
Luis Rodriguez
Agent Partner
Their mentorship program is top-notch—packed with comprehensive training sessions, webinars, and one-on-one consultations. Any time I had a question, whether it was about tax-optimized income strategies or estate planning for high-net-worth clients, they were just a phone call or email away. They understand the complexities of the advanced markets like few others do, and they know how to break it down in a way that's easy to understand and implement.
Christian Plotegher
Agency Partner
Want to Connect?
Complete the contact form and let's get connected!
We will only text or email you regarding this request. You will be able to reply to this email or text with your questions.
Call 800-568-5667
Email:advancedmarkets@nfgbrokerage.com
Site: www.nfgbrokerage.com