Reducing Risk and Increasing Income in Today’s Economy: Non-Traditional Uses of Life Insurance and Annuities
Thursday, November 5, 2009 – 1 CPE credit
National Business Association
Life Insurance is an asset class. Mr. Zey will examine the uses of life insurance in estate and income distribution planning from liquidity, preservation, hedge, capital transfer (another asset class), how to pay large premiums, and gift tax issues. Mr. Zey will use real life examples and cases. This session will allow you to increase your knowledge and awareness of life insurance and its valuable estate and charitable planning uses.
LINK: http://www.cpalearn.com/catalog.asp?CategoryID=&ItemID=20090803-272095-154548
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