Speakers:
Channing T Schmidt, J.D., CFP®
Regional Vice President, Securian Financial Group
TOPIC: Client Conversations with the Potential Tax Sunset
As the Regional Vice President of the North Independent Distribution Group for Life Insurance at Securian Financial Group, Channing Schmidt, CEPA, CFP, J.D. is responsible for supporting our Brokerage General Agencies (BGAs) and helping financial professionals identify accumulation or protection solutions to complement their clients’ financial strategies.
Geoff Murtha, CFP®, ChFC®, CLU®
Managing Director – Life, MassMutual Strategic Distributors
TOPIC: Back to the Basics of Life (Insurance that is) Tax Efficiencies with Life Insurance
Geoff Murtha, CFP®, ChFC®, CLU® is Managing Director for Life Insurance responsible for the Midwest region. He helps his customers with the planning, selection and implementation of life insurance programs for independent distributors which include products from MassMutual’s life insurance portfolio.
Edward Dow Bartling, MBA, ACS, CLU, FLMI, AIAA
Chief Operating Officer, Financial Markets Inc
TOPIC: Buy/Sell Revisited, Under the Cloud of Connelly V. United States
With more than 50 years of experience in the financial services industry, Edward Dow Bartling, MBA, ACS, CLU, FLMI, AIAA, is a highly respected advisor, teacher, mentor and a critical asset to Financial Markets Inc. As an external wholesaler, Edward works closely with carriers, coordinates events to help educate financial professionals and provides solutions for complex cases.