During this session, Tax and Non Tax Strategies, Guidelines, and Tramps for the Unwary will be reviewed.The many functions that a tax and non licensed financial professional can fulfill in this area will be reviewed.
During this session, attendees will learn:
How to spreadsheet and better understand and explain a life insurance policy.
Knowing what to look for as far as options for conduct are concerned.
Tax planning for the optimum performance of policies.
How to shop for lower costs and more effective policy design.
What to ask for from agents and carriers, and how to explain them.
J.D., LL.M., Board Certified in Wills, Trusts and Estates,
Gassman Crotty & Denicolo PA