[WEBINAR] Impacts and Opportunities of the New Tax Limits from Prudential
Monday 04/19/2021 at 1:00 pm - 2:00 pm CDT
The illustration system is changing on 4/19 to reflect the new §7702 tax limits.
On April 19, our illustration systems will begin reflecting the new IRC 7702 tax limits. Do you know what the new limits mean for clients you’re working with? Join Doug Winkler, Vice President, Independent Sales, and Andrew Martin, Vice President, Product Strategy, to discover how Prudential is interpreting these changes.
Learn About:
What the changes mean to policies sold after January 1, 2021.
Illustration design tips and early learnings you can use right away.
Live numbers in real selling scenarios to bring the changes and opportunities to life.
Speakers:
Douglas Winkler Vice President, Independent Distribution & Sales, Individual Life Insurance Prudential
Doug Winkler is Vice President of Independent Distribution and Sales for the Individual Life Insurance business at Prudential. In this role, he leads the Independent Distribution and Sales organization in driving sales with our BGA partners and industry-leading Producer Groups.
In his role, Doug is committed to providing his team with the resources they need to be successful in helping financial professionals grow their business. Doug and his team help their business partners thrive by offering:
Dynamic underwriting
Enduring value
Customized life insurance solutions
Prior to joining Prudential, Doug was a Divisional Vice President for The Hartford, where his sales teams consistently led the organization.
Andrew Martin, FSA, MAAA Vice President, Product Strategy Prudential Individual Life Insurance
Andrew joined Prudential in March 2020 as Vice President of Product Strategy.
He is responsible for the product strategy for the individual life insurance product portfolio focused on core market segments. Andrew started his career as an actuary with Penn Mutual and has a wide breadth of experience leading product strategy for both life and annuity products, as well as product development, pricing, and product management functions.
A graduate of Arcadia University, Andrew is a Fellow of the Society of Actuaries and a member of the American Academy of Actuaries. Andrew resides in Warrington, PA, with his wife and three children.
The illustration system is changing on 4/19 to reflect the new §7702 tax limits.
On April 19, our illustration systems will begin reflecting the new IRC 7702 tax limits. Do you know what the new limits mean for clients you’re working with? Join Doug Winkler, Vice President, Independent Sales, and Andrew Martin, Vice President, Product Strategy, to discover how Prudential is interpreting these changes.
Learn About:
Speakers:
Vice President, Independent Distribution & Sales, Individual Life Insurance
Prudential
Doug Winkler is Vice President of Independent Distribution and Sales for the Individual Life Insurance business at Prudential. In this role, he leads the Independent Distribution and Sales organization in driving sales with our BGA partners and industry-leading Producer Groups.
In his role, Doug is committed to providing his team with the resources they need to be successful in helping financial professionals grow their business. Doug and his team help their business partners thrive by offering:
Prior to joining Prudential, Doug was a Divisional Vice President for The Hartford, where his sales teams consistently led the organization.
Vice President, Product Strategy
Prudential Individual Life Insurance
Andrew joined Prudential in March 2020 as Vice President of Product Strategy.
He is responsible for the product strategy for the individual life insurance product portfolio focused on core market segments. Andrew started his career as an actuary with Penn Mutual and has a wide breadth of experience leading product strategy for both life and annuity products, as well as product development, pricing, and product management functions.
A graduate of Arcadia University, Andrew is a Fellow of the Society of Actuaries and a member of the American Academy of Actuaries. Andrew resides in Warrington, PA, with his wife and three children.
Register Here: https://www.fmiagent.com/event/webinar-impacts-and-opportunities-of-the-new-tax-limits-from-prudential/
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