Gifting Strategies

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.