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More events are on the way! Check back soon for more events & programs to help you grow your benefits business and serve your clients.


JULY 21, 2020

10:00a – 11:30a

Shares Best Practices

Join us to learn about our team here at Creative Benefits and meet our Managers and Specialists!

JUNE 4, 2020

10:00a – 11:00a

Dial In: 866-657-9739 Access Code: 9941732

Navigating Through The Uncertainty Conference Call

Dr. Quincy Krosby is Prudential Financial’s Chief Market Strategist. In this capacity, she provides a perspective on the global macro-economic environment and financial markets. Previously, Quincy was the Chief Investment Strategist at The Hartford, and Global Investment Strategist at Deutsche Bank asset management. She also held global markets positions at Credit Suisse and Barings.


September 2020 – Split Dollar loans both business and personal

October 2020 – Using ILITs to Leverage Gifting

November 2020 – Executive Benefits (Leverage Bonus included)

December 2020 – Premium Finance

January 2021 – Creative Buy/Sell

February 2021 – Planning for Non- US Citizens

March 2021 – Life in a Qualified Plan

April 2021 – Top 10 Estate Planning Mistakes – Part I

May 2021 – Top 10 EP Mistakes – Part II

June 2021 – Estate Planning For Small Business Owners

July 2021 – Planning for Execs of Non-profits

August 2021 – Divorce Planning