The Gathering 2017 – The Complete Package
March 20, 2017
How Charitable Strategies Enhance Estates – 2017
April 9, 2017
I Told You That I Loved You 20 Years Ago – If That Changes, I’ll Let You Know
$25.00
What should you do – what can you do with existing life insurance buried in ILITs, Buy/Sell agreements, and other wealth transfer entities in the new tax world? Learn from case studies and review the true numeric comparisons considering taxation, growth, and cash flows to help clients and their advisors understand their options.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by R.J. Kelly and Addie Murdock
What should you do – what can you do with existing life insurance buried in ILITs, Buy/Sell agreements, and other wealth transfer entities in the new tax world? Learn from case studies and review the true numeric comparisons considering taxation, growth, and cash flows to help clients and their advisors understand their options.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by R.J. Kelly and Addie Murdock
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