Coming In 2018

Coming in 2018

The Life Insurance Purchase Process: Many TOLI Trustees do not have a thorough understanding of a prudent process for the purchase of life insurance. Join Barry Flagg and Michael Brohawn as they review that process and outline the steps that should be taken to ensure that your client gets the right policy, properly priced.

Life Insurance Policy Valuation: A misunderstood and often confusing process, life insurance policy valuation can be an important part of your client’s estate or gifting program. Join Jon Mendelsohn, a policy valuation expert as we discuss the proper methodology for policy valuation.

Estate Planning for 2018: Understanding the effect of upcoming tax changes on estate planning techniques and document will be a hot button issue in 2018. Join Randy Pople, a popular ITM TwentyFirst U contributor as he explores the changes

Check back in the coming months for dates