Strategies for Success Webinars


Strategies for Success: Decoding Tax Reform: Portfolio Stabilization Using Life Insurance

Join us as Senior Managing Director Howard Sharfman and Managing Director Leigh Harter of NFP Insurance Solutions discuss how life insurance can be used to mitigate portfolio volatility. Building off their Annual Meeting presentation, Howard and Leigh will discuss the evolution and marriage between assets under management (AUM) and life insurance to ensure the best…

Improving Risk-Adjusted Portfolio Returns Using Life Insurance: A Framework for Life Insurance Professionals

Join us as Chris Kaplan, Vice President of Specialty Markets & EPG Sales at AXA US, builds upon his Annual Meeting presentation. Chris will discuss using a quantitative framework to better position life insurance as an asset class, with practical applications for life insurance professionals. Chris will walk through how this quantitative framework is applicable…

Strategies for Success: Decoding Tax Reform – Estate Planning: Strategies and Opportunities

Michael Fontanini, Director of Advanced Sales at Lion Street discusses estate planning opportunities in the current environment. Michael will discuss the marketplace impact of significantly lower income taxes for individuals and businesses, as well as the rising interest rate environment, and offer a number of planning ideas to add value for clients. There remain a...