Decoding Life Insurance: Advising Clients to Make Informed Decisions
Date: Thursday, December 5, 2024
Time: 12:00pm - 1:30pm
Location: Zoom Virtual Webinar
Speaker: Todd Steinberg, Loeb & Loeb LLP
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Virtual Program: An Analysis of How to Evaluate Life Insurance Proposals
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Please join us for our Virtual Monthly Program on December 5, 2024 when Todd Steinberg, Loeb and Loeb, will present ''Decoding Life Insurance: Advising Clients to Make Informed Decisions." Life insurance plays a pivotal role in estate and legacy planning, particularly as we navigate the potential expiration of various tax provisions. As life insurance products have grown increasingly complex and sophisticated, clients are relying more heavily on advisors to demystify the core benefits, considerations, and differences among policy options, and to integrate these policies into their broader estate and financial strategies.
This program is designed to equip advisors with a comprehensive understanding of the key features and variations in life insurance products. It also provides practical tools for evaluating policies to help identify and maintain the most suitable options, ensuring alignment with clients’ evolving estate planning goals and objectives.
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