Delaware Life Marketing, LLC

The National Sales Consulting (NSC) team at Delaware Life is a team of highly educated, experienced professionals who are go-to consultants on income and tax planning and business-building strategies. They can provide actionable sales ideas, meaningful content, and resources that are rich in education and practice management, as well as ways to help simplify complex planning issues for clients.

Registry ID

145772

Approved Delivery Method

Group Live, Group Internet Based

Address

Delaware Life
1601 Trapelo Road
Waltham
MA
02451
United States

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Helping affluent clients minimize taxes at various points in their lives requires a thorough understanding of key factors that could affect them. Using case studies, this interactive program provides …

Financial professionals are tasked with helping clients identify and manage risks. Risk is typically thought of in terms of longevity, sequence of returns or investments. One risk that is often overlo …

An essential part of your role as a trusted financial professional is to help clients understand what they need to prepare for in retirement and how to manage risk during the distribution phase in ret …

As clients age, their needs change. They go from the accumulation phase of saving for retirement into the distribution phase of spending their retirement savings. It’s time to make sure those savings …

Executing the right distribution strategy when clients reach retirement is one of the most important aspects of your role as their financial professional. There’s no question that clients are living l …

Looking for ways to gather more assets while helping clients avoid potential tax pitfalls? Learn how to utilize the 1040 tax form to determine if clients have additional cash reserves that can be bett …

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