Total CME Credit Hours: 1 Category II (Informal)
Tags: financial plan taxes
Join Timothy Mickiewicz, CLTC, as he discusses maximizing your financial potential with the Macro Balance Strategy—where smart tax planning meets effective risk management. The Macro Balance Strategy is a time-tested approach that blends tax diversification and risk diversification to optimize your financial future.
This webinar was originally presented on November 19, 2024, and sponsored by New York Life Insurance.
| Custom Whole Life (0.96 MB) | Available after Purchase | ||
| Life Insurance Protection (0.08 MB) | Available after Purchase | ||
| Roth IRA (0.10 MB) | Available after Purchase | ||
| Tax Diversification (0.05 MB) | Available after Purchase | ||
| Tax Free Income with Whole Life (0.06 MB) | Available after Purchase | ||
Timothy Mickiewicz holds a Bachelor’s degree in Business Administration and Management from Western New England University and is certified in Long-Term Care (CLTC). As a dedicated Life Solutions Consultant based in Chicago, Tim supports New York Life’s West Central Zone. He collaborates with top advisors, including Chairman’s, Nautilus, and Eagle Advisors, providing expert case design and engaging in client appointments. Tim works closely with agents and managers across five offices to identify sales opportunities and create customized financial solutions for clients. He also leads the CLU Study Group for Nautilus Agents nationwide, contributing to the professional growth of his peers.
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