[WEBINAR] Advanced and Specialty Markets Spotlight Series – Advanced Wealth Transfer Strategies from Allianz
Tuesday 05/10/2022 at 10:00 am - 11:00 am CDT
The Advanced and Specialty Markets Spotlight Series is designed using fixed index universal life (FIUL) insurance to help you grow your business through a series of webinars on sales-oriented, educational Life Advanced Markets concepts and strategies.
Join David R. Foster, Senior Director – Life Advanced Markets, for a high-level discussion on advanced wealth transfer strategies. We’ll cover:
Common wealth transfer goals and objectives of affluent families
Strategies for minimizing estate, gift and generation skipping taxes
Strategies for accomplishing non-tax wealth transfer objectives (i.e. creditor protection, avoiding family discord, keeping family wealth in the family, etc.)
Potential legislation that could impact wealth transfer planning
Tips on effectively working with a client’s team of wealth professionals (i.e. legal, tax, family offices, etc.)
Register today and reserve your spot to be a part of this impactful Advanced Markets virtual event.
The Advanced and Specialty Markets Spotlight Series is designed using fixed index universal life (FIUL) insurance to help you grow your business through a series of webinars on sales-oriented, educational Life Advanced Markets concepts and strategies.
Join David R. Foster, Senior Director – Life Advanced Markets, for a high-level discussion on advanced wealth transfer strategies. We’ll cover:
Register today and reserve your spot to be a part of this impactful Advanced Markets virtual event.
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