ATTORNEY SUMMER CAMP. Where law meets adventure.
Half Work
For half of camp, you'll immerse yourself in all things financial services and life insurance and how they relate to the plans you create for your clients. Your brain will explode in the best way possible. We'll take a field trip to Montpelier, VT to one of the oldest and best life insurance companies in the world, National Life Group (NLG), where you will learn from some of the brightest insurance minds in the world, while being immersed in a history, love and culture like none other.
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Expand your mind and business from inside a 175-year-old Life Insurance Company
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CAMP CURRICULUM:
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Life Insurance 101
History and Origin
Your Insurance Mindset
Common Myths and Misconceptions
Different Types Explained
The Never Taxed Again Bucket
Industry Innovation: Old vs New Insurance
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A Win Win Approach
The Financial Junk Drawer
Financial Literacy
Holistic vs Telescopic Methods
Family Office Concept
Work Less, Serve Better, Make More
Increase Annual Firm Revenue by 100K+
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Living Benefits
Life Insurance You Don't Have to Die to Use
GoFundMe vs GoFundYourself
The Caregiver Burden
The Living Benefits Revolution:
Terminal, Chronic, Critical Illness and Critical Injury, and Alzheimers/Dementia Benefits
The Phases of Insurability and Associated Risks
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The Power of Permanent Life Insurance
Be Your Own Bank
Northwest Quadrant Investing
Grow Wealth Outside of Wall Street
Educating Families on Generational Wealth
The Greatest Asset of Minor Children + The Critical Importance of Starting Early
Grandparent Legacy Program
BYOP: Build Your Own Pension (retirement planning for self-employed individuals)
Leverage / Dual Engine Strategies / Financial Arbitrage
Case Design – Real Life Scenarios
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All About Annuities
Annuity Basics / Common Types
Who are they for?
Retirement Account Consolidation / Simplification (what to do with those old 401ks, 403bs, etc)
Secure Guaranteed Lifetime Income
Protect Retirement Funds from Market Risk
The Sequence of Returns Risk
72T and 72Q Power Moves
Case Design – Real Life Scenarios
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Advanced Planning
Asset Protection Strategies
Advanced Tax Planning
ILITs, CRUTs, FLPs, etc
Buy-Sell / Key-Person Insurance
Second-to-Die / Survivorship Policies
Client has an Estate Tax Issue? Solve with Discounted Dollars.
Intro to our Advanced Tax Attorney Team
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Business & Systems
How to Integrate Financial and Life Insurance Solutions into Your Law Practice
(learn directly from an attorney who's been doing it successfully)
Scripts, Systems, Meeting Flow, Training Your Staff, etc
Licensing, Contracting, Compliance, State Ethics, Underwriting Guidelines
Insurance Marketing Organization: Advisors Excel
Next Steps: What Happens After Camp (see below)
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Camp is only the beginning of your journey.
It's your introduction to this work
You can't possibly learn everything there is to know about these industries in just a few days. We have 60 years in the industry under our belts and we are still learning! Camp is your introduction to these industries, vehicles, concepts and strategies - so that you will generally know what's true and what's not true - and you'll know what's out there and what to look out for.
Progressional Learning
You will continue learning more and more once your own house is in order, and once you help your first few clients get their houses in order. And on and on.
Ongoing Training & Support
Our relationship doesn't end after camp, it's only just getting started. We support and mentor you as you continue to learn and grow in these ways. We hold your hand the entire time in the way of regular check-in calls, text/email access, case-design, client meetings, etc. You will receive continued support and training from us for as long as you want it.
Community & Culture
You'll become part of a new community of like-minded attorneys who are practicing and expanding themselves in the same ways that you are. We host in-person events for our graduates (similar to Attorney Summer Camp) but more advanced as you continue to learn and grow and go deeper into this world.