Effective Life Insurance Strategies (With or Without the Federal Estate Tax)
Michael Amoia, JD, LLM (Tax), SVP,
Advanced Sales and Life Product Management at Crump Life Insurance Services
Thursday, June 8, 2017 at 2 PM ET
1 Hour CE credit for CFP, 1 1/4 Hour CE credit for CTFA and FIRMA Certified Member
Many of your clients who in the past used life insurance to pay estate taxes may be questioning the use of life insurance strategies at this point. But the fact is, life insurance can be used for much more than just tax planning and you can provide your clients with a great service by understanding how to use this asset to maximize wealth and leverage assets to the next generation. Join Michael Amoia, an advanced planning expert with 23 years’ experience who has helped high net worth individuals across the country understand how to effectively use life insurance to reach their planning goals. Michael will highlight key strategies that you can immediately bring to the table to help your clients, allowing you to turn the tax planning discussion to effective legacy planning. And after all, isn’t that what most clients are looking for?