--- title: "Generational Wealth Planning: Our Webinar on Building and Preserving a Legacy" description: Watch this on-demand webinar to learn from LIFE Brokerage and fellow retirement planning experts as they discuss an approach to retirement savings that prevents excess taxes & enhances wealth preservation. image: https://blog.lifebrokeragellc.com/hubfs/Generational%20Wealth%20Planning%20-%20Final.png --- [Skip to content](https://blog.lifebrokeragellc.com/events/generational-wealth-planning#main-content) [![irp-cdn.multiscreensite.com5d1b81cddms3repmultitabletLIFE-Brokerage-final-logo-600dpi-1](https://blog.lifebrokeragellc.com/hs-fs/hubfs/social-suggested-images/irp-cdn.multiscreensite.com5d1b81cddms3repmultitabletLIFE-Brokerage-final-logo-600dpi-1.png?width=1920&height=663&name=irp-cdn.multiscreensite.com5d1b81cddms3repmultitabletLIFE-Brokerage-final-logo-600dpi-1.png)](https://lifebrokeragellc.com/) - [Home](https://lifebrokeragellc.com/) - About - [Our Team](https://lifebrokeragellc.com/our-team/) - [Fundamentals](https://lifebrokeragellc.com/fundamentals/) - [Our Family](https://lifebrokeragellc.com/our-family/) - [Capabilities](https://lifebrokeragellc.com/capabilities/) - [Contact](https://lifebrokeragellc.com/contact/) - [Publishings](https://lifebrokeragellc.com/publishings/) - [Blog](https://blog.lifebrokeragellc.com) [![Advisor Login](https://no-cache.hubspot.com/cta/default/22504740/0baef5b7-2c96-4b21-a572-aad7d1cb2629.png)](https://cta-redirect.hubspot.com/cta/redirect/22504740/0baef5b7-2c96-4b21-a572-aad7d1cb2629) ✖ - [Home](https://lifebrokeragellc.com/) - About - [Our Team](https://lifebrokeragellc.com/our-team/) - [Fundamentals](https://lifebrokeragellc.com/fundamentals/) - [Our Family](https://lifebrokeragellc.com/our-family/) - [Capabilities](https://lifebrokeragellc.com/capabilities/) - [Contact](https://lifebrokeragellc.com/contact/) - [Publishings](https://lifebrokeragellc.com/publishings/) - [Blog](https://blog.lifebrokeragellc.com) [![Advisor Login](https://no-cache.hubspot.com/cta/default/22504740/0baef5b7-2c96-4b21-a572-aad7d1cb2629.png)](https://cta-redirect.hubspot.com/cta/redirect/22504740/0baef5b7-2c96-4b21-a572-aad7d1cb2629) ✖ ![Generational Wealth Planning](https://blog.lifebrokeragellc.com/hs-fs/hubfs/Generational%20Wealth%20Planning.png?width=1280&height=988&name=Generational%20Wealth%20Planning.png) # Generational Wealth Planning: Our Webinar on Building and Preserving a Legacy Date: March 11, 2025 Time: 2:00 PM Location: Virtual Event [Watch the Webinar](https://go.lifebrokeragellc.com/generational-wealth-planning-ondemand?hsCtaAttrib=186926471246) Building and preserving generational wealth isn’t solely the result of making sound investments. It’s about ensuring a seamless transfer of assets while minimizing tax burdens and protecting financial security for future generations. Life insurance — while typically overlooked in estate planning  — is one of the most potent tools for transferring wealth. To help financial advisors through the intricacies of wealth transfer, we’re [hosting a new webinar](https://go.lifebrokeragellc.com/generational-wealth-planning-ondemand) featuring NY Life’s Rick Blaser and North American’s Steve Zimmerman, breaking down actionable life insurance strategies for building, preserving, and passing down prosperity across generations. ### Why is The Webinar a Must-Watch for Financial Advisors? Whether you’re looking to expand your expertise or refine your approach to generational wealth planning, this session is designed to offer the knowledge and tools to make a lasting impact: #### Stay Ahead of Industry Changes With evolving tax laws and economic shifts, advisors must stay informed about the latest strategies for protecting and growing wealth. #### Differentiate Your Practice Offering advanced life insurance solutions can position you as a trusted expert in wealth preservation, helping you stand out in a competitive advisory market. #### Provide Greater Value to Clients By integrating life insurance into financial planning, advisors can help clients build a stronger, more flexible legacy strategy that adapts to future uncertainties. #### Ready to Learn More? Listen In! Life insurance has consistently helped clients build confidence in their financial future, and our webinar offers practical strategies for advisors to do just that right away.   Whether navigating tax changes, creating liquidity for estate planning, or setting up overall financial security, this session will give you precise, actionable insights that make a tangible impact. Watch this webinar to strengthen your legacy planning tactics and provide even more value to your clients.  Tag(s): [Generational Wealth](https://blog.lifebrokeragellc.com/events/tag/generational-wealth) ## [Anthony J. Mento](https://blog.lifebrokeragellc.com/events/author/anthony-j-mento) ## Now Available on Demand Gain actionable insights into generational wealth planning from top industry experts. [Watch Now](https://go.lifebrokeragellc.com/generational-wealth-planning-ondemand#) ## See Other Events [View All Events](https://blog.lifebrokeragellc.com/events) ## [![](https://blog.lifebrokeragellc.com/hs-fs/hubfs/Turning%20IRA%20Taxes%20into%20Legacy.png?length=360&name=Turning%20IRA%20Taxes%20into%20Legacy.png) RTMS Turning IRA Taxes Into Legacy: The Retirement Tax Minimization Strategy (RTMS) March 18, 2026 | Virtual Event Read More](https://blog.lifebrokeragellc.com/events/turning-ira-taxes-into-legacy-the-retirement-tax-minimization-strategy-rtms) ## [![](https://blog.lifebrokeragellc.com/hs-fs/hubfs/Copy%20of%20A%20Buy%20Sell%20Agreement%20Shouldnt%20Create%20a%20Tax%20Nightmare.png?length=360&name=Copy%20of%20A%20Buy%20Sell%20Agreement%20Shouldnt%20Create%20a%20Tax%20Nightmare.png) Featured Whole Life Vs. IUL: The Great Permanent Insurance Debate February 26, 2026 | Virtual Event Read More](https://blog.lifebrokeragellc.com/events/whole-life-vs.-iul-the-great-permanent-insurance-debate) ## [![](https://blog.lifebrokeragellc.com/hs-fs/hubfs/Rescue%2c%20Refinance%2c%20or%20Reimagine%20(1)-1.png?length=360&name=Rescue,%20Refinance,%20or%20Reimagine%20(1)-1.png) Underwriting What Underwriters Don't Tell You January 15, 2026 | Virtual Event Read More](https://blog.lifebrokeragellc.com/events/what-underwriters-dont-tell-you) ### Subscribe to email updates Stay up-to-date on what's happening at this blog and with LIFE Brokerage Email \* [![Logo_KO](https://blog.lifebrokeragellc.com/hs-fs/hubfs/Logo_KO.png?width=200&name=Logo_KO.png)](https://blog.lifebrokeragellc.com/) ### Contact 609-613-4000 [teamlife@lifebrokeragellc.com](mailto:teamlife@lifebrokeragellc.com) 2 Central Avenue Hammonton, NJ 08037 - - - - [Schedule a meeting](https://meetings.hubspot.com/anthony-mento/website-book-a-meeting-link-rr?__hstc=224060164.0a73f74d9681afa608bc0b9d390f9a10.1738171452758.1738680808156.1738951381843.4&__hssc=224060164.1.1738951381843&__hsfp=3017050130) Securities offered through The Leaders Group, Inc. Securities Dealer, Member [FINRA](https://www.finra.org/)/[SIPC](https://www.sipc.org/); 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120. 303-797-9080 [BrokerCheck](https://brokercheck.finra.org/) © 2026 LIFE Brokerage, All Rights Reserved | [Privacy Policy](https://blog.lifebrokeragellc.com/privacy-policy/) | [Privacy Notice](https://lifebrokeragellc.com/wp-content/uploads/LIFE-Brokerage-LLC-Privacy-Notice-05_01_2024-2.pdf) | [CRS Notice](https://blog.lifebrokeragellc.com/wp-content/uploads/CRS-BD-Rev-1-1.pdf) | Designed by [Apis Productions](https://apisproductions.com/) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Anthony J. 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