Description
This session will: -Provide education on the attributes and tax characteristics of Private Placement Variable Annuities. - Provide education on the attributes and tax characteristics of Private Placement Life Insurance. - Provide Case Studies on specific planning applications for both products. - Provide color on the effect of new tax legislation on the products. - Provide an update the ever expanding landscape of the available investment options within these products and the rules governing them.
Speaker(s):
