• Register
  • Log In
  • Home
  • Contact
  • SFB Newsletter
  • SFB Economic Update
SFBrokerage
  • Life
  • Long Term Care
  • Annuity
  • Disability
  • Forms
  • About Us
  • Log In
June 9, 2014

Webinar: What’s Selling and Emerging Trends

Peri Lane Uncategorized

Please join us for an exclusive webinar with Michael J. Walker, CLU, ChFC, a top executive from John Hancock, discussing the hottest emerging trends in Estate Planning. Get ahead of your competition, create new opportunities and increase your profitability! Topics to be covered include:

  • Estate planning is income tax planning
  • Preserving a step-up in basis may become more important
  • Zero-gift techniques to preserve gift exemptions
  • Consider the impact of the net investment and distribution (applicable to trusts) strategies
Options for Planning: A Smarter Alternative to Traditional Long-Term Care What’s Selling and Emerging Trends Webinar, June 24, 2014

Related Posts

Uncategorized

LTC Riders: Understanding the Differences in Design

Click here to read

Uncategorized

Coffee Talk July 30, 2014

Click here to read

Uncategorized

Coffee Talk September 24, 2014

Contact Us

877-735-5528
Email Us
445 Hutchinson Ave, Suite 800
Columbus, OH 43235

© SFBrokerage 2021
Designed by Apis Productions