Strategies for Success: Decoding Tax Reform Webinar

What the Sophisticated Life Insurance Advisor Needs to Know about Gifting Strategies in 2019

Topics: Gifting Strategies

Join us as Michael Fontanini, VP of Advanced Sales & Design at Lion Street and Caroline McKay, AVP & Counsel of Advanced Markets at John Hancock, discuss gifting strategies for the year ahead given the temporarily-doubled estate tax, gift tax, and GST under the TCJA. Click here to download full slide deck.

Strategies for Success: Decoding Tax Reform: The PPLI Opportunity for Producers

Join us for a discussion about the private placement life insurance (PPLI) market and how it can be a tool for producers to help their clients. We are fortunate to be joined by Ken Foley, Senior Vice President, Agency Distribution at Lombard International; Michael Mingolelli, President of Pinnacle Financial Group (M Financial); and Eric Naison-Phillips,…

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...

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

Listen in as Michael Amoia, the SVP of Advanced Sales and Life Product Management at Crump Life Insurance Services, builds upon his Annual Meeting presentation. In this presentation, Michael reviews planning ideas to present to clients to maximize value in the new environment, including how to position life insurance in the discussion, as well as…

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