[REPLAY] What is Happening in Advanced Markets & the 2025 fmiAgent Fall Giveaway from Financial Markets Inc
Recorded 10/09/2025
Join us for a powerful session led by Randy L. Zipse, JD, CPA, Advanced Markets Lead at MassMutual. Randy will share cutting-edge strategies in:
- Estate equalization for closely held family businesses
- Income tax planning with credit shelter trusts
- Taxation of qualified plans
- Using life insurance to create a legacy floor for better long-term investment results
During the webinar, we will draw the winners of the 2025 fmiAgent Fall Giveaway! One lucky winner will choose between a Locking Gun Safe or their choice of either a PlayStation 5 or a Meta Quest 3 Virtual Reality Headset! Four runners-up will each receive a $50 Amazon gift card!
Whether your name is in the drawing or not — this is a must-attend event for anyone serious about staying ahead in advanced planning.