Prudential: Problems with Illiquid Assets – Leveraging Life Insurance in Challenging Wealth Transfer Cases
May 9 @ 1:00 pm - 1:30 pm EDT
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.
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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