Estate Planning Opportunities with Life Insurance in 2017

When
Wednesday, November 16, 2016
8:00 AM - 10:30 AM
Location
2400 Post Rd, Warwick, RI 02886
Registered
29 registrants

Registration

NAIFA- RI Members
Non-Members – $45.00

Registration is closed

JOIN US
Wednesday, November 16

Join NAIFA-RI on Wednesday, November 16 for a program sponsored by Brokers' Service Marketing Group, Estate Planning Opportunities with Life Insurance in 2017. BSMG Vice President, Business & Estate Planning, Russell Towers, JD, CLU, ChFC, will present a number of ideas to help grow your practice. Topics include:

Income taxe rates
Indexing of estate & gift tax rates
Marital-credit shelter trust (A-B trust) "portability" planning
Other estate & gift tax planning techniques
Additional estate tax concerns with potential legislation/regulation
11 insurance sales ideas
Case Studies

This two-hour program has been submitted for 2 CE credits in both RI and MA.

PROGRAM AGENDA

8:00 am	Registration & Continental Breakfast
8:30 am	Program Begins
10:30 am	Program Concludes

See you on the 16th!

THANKS TO OUR PROGRAM SPONSOR

Contact Us

National Association of Insurance and Financial Advisors of Rhode Island

2400 Post Road
Warwick, RI 02886

Phone: 401-739-2977

Email: hello@naifari.org

Powered by Wild Apricot Membership Software