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ENGAGE 2017


PFP1738 - Life Insurance Tips for the Financial Planning Professional


Jun 14, 2017 10:50am ‐ Jun 14, 2017 11:40am

Standard: $49.00

Description

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.

Speaker(s):

  • Alan S. Gassman, JD, LL.M. (Taxation), Attorney, Gassman,Crotty & Denicolo,P.A.
Tags: PFP

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