Events
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Estate Planning Strategies in the Political Debate
Lawmakers have been giving us indications as to what may lie ahead in future legislation around certain wealth transfer strategies. Join Brett Berg as he reveals what can be learned from past proposals and which estate planning strategies might be altered or eliminated. We’ll review some of the strategies that have recently come under scrutiny, […]
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Nationwide CareMatters® 10-Minute Tuesdays
NATIONWIDE INVITES YOU TO Nationwide CareMatters® 10-Minute Tuesdays the Third Tuesday of each month at 1pm EST Please join us on the third Tuesday of each month to learn about Nationwide CareMatters and get updates on the long-term care industry. Nationwide CareMatters® offers a simpler solution to providing for long-term care expenses because benefits […]
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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. […]