Estate Planning Opportunities with Life Insurance in 2017

  • Wednesday, November 16, 2016
  • 8:00 AM - 10:30 AM
  • 2400 Post Rd, Warwick, RI 02886

Registration


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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: 401-732-2400

Email: hello@naifari.org

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