Events
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Prudential: Problems with Illiquid Assets – Leveraging Life Insurance in Challenging Wealth Transfer Cases
Join us for a session to learn about the value life insurance can offer clients with complex wealth transfer needs that involve illiquid assets. The presentation reviews the problems presented by these types of assets, how life insurance solves these challenges, and two hypothetical case study examples. Date / Time: Thursday, May 9, at 2pm ET. […]
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Prudential 10-Minute Mondays
SEE THE DIFFERENCE 10 MINUTES CAN MAKE FOR YOUR BUSINESS. Join us for our 10-Minute Monday series! With each session, we’ll show you how to help grow your business with a new strategy that can be matched to client profiles. Upcoming topics include: Small Business Needs - Buy/Sell Planning Estate Planning for Foreign National Clients […]
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Securian Financial: Leaving a Tax Efficient Legacy
Recent retirement tax legislation has downgraded qualified dollars as a favorable legacy asset. At the same time, lower tax rates under Tax Cuts & Jobs Act (TCJA) will expire in 2026. Now is the time to consider several strategies using annuities and life insurance as financial tools to create a more tax-efficient legacy for heirs. […]