San Diego, CA Registration details to come. Network with the brightest, and come away with new strategies you can apply immediately to positively impact your practice and client outcomes.
- This event has passed.
Finseca Report Marketplace Live – The Fundamentals of Private Split Dollar (Influencer members)
November 18, 2021 @ 1:00 pm - 2:00 pm
Finseca cordially invites its Influencer members and their advisers to join John Destefano, Of Counsel at BakerHostetler, for a timely review of private split dollar life insurance planning. Private split dollar is a flexible, relatively conservative, and cost-effective tool for incorporating life insurance into a multi-purpose estate plan, which can provide family security, generate estate liquidity, and create a multi-generational legacy.
Have an immediate question? Contact [email protected]
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