Top Insurance Planning Mistakes and How to Fix Them, Part 2
Life insurance is a powerful and commonly used tool in both estate planning and employee benefits planning, and its flexibility can help clients achieve a number of important objectives. Obtaining the expected results often requires complying with specific, sometimes complex and confusing requirements. During his webinar, Larry will discuss how to avoid common mistakes and how to fix them when they occur. Topics covered will include:
·Personal or estate planning transactions
·Business and employee benefit transactions
·Business and employee benefit transactions with estate planning implications
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