Kenneth R. Samuelson – Morehead Group, Kristin Bulat – NFP & PartnersFinancial, Leon Wessels – Life Insurance Trust Company, John Barkhurst – ITM TwentyFirst, Susan Lipp – Trusts & Estates
What is the best investment? The one that is worth the most when needed the most. Life insurance often fits that profile, especially when estate tax funding and family wealth planning is involved. And Trusts bring flexibility, power and precision to life insurance so that it benefits those intended with the protection they deserve. This session will overview the characteristics of well-designed, well-managed life insurance, and how to use trusts to maximize the financial results for the family. We will wrap up with thoughts on how to keep plans on track in light of pending tax reform.
This session will include:
- An overview of well-designed, well-managed life insurance policies
- How life insurance trusts can be used to maximize financial results for clients
- A discussion of trends and pending tax reform which may affect policies
Continuing Education (CE) and Continuing Legal Education (CLE) Credits: CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.