John Hancock: Intergenerational Split Dollar and Recent Court Rulings
Join Advanced Markets’ Kevin Blanton, Associate Counsel, and Ana Medinaceli, Director, as they dive into the world of intergenerational split dollar. They’ll discuss what Levine and other monumental court cases say, and perhaps what they don’t say, as well as when intergenerational split dollar might make sense or when other planning options should be considered. […]
Why Now? Estate Planning in the Current Tax Environment
It’s a perfect storm for helping clients create estate plans Thursday, April 7, 2:00 PM ET Reserve your spot now Join Prudential’s Karen Hofmann to get the inside track on how different factors have combined to make now the time to talk to clients about protecting their estates with a comprehensive strategy. You’ll learn: Why […]
OneAmerica: Hybrid Life & Annuity LTC Training
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details... - Setting up the LTC sale - Covering two individuals under one policy - Lifetime benefits and the advantages - Use of IRA, 401k, 403b to pay […]