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Let’s Chat Finseca: How can I use institutionally priced accumulation life products to ensure a secure and tax efficient retirement for my professional and executive clients?

June 9 @ 3:00 pm - 3:45 pm

Topics: Let's Chat

Join CES – Equitable Institutional Markets Director, Randy O’Brien, to brainstorm and breakdown using institutionally price accumulation life products to ensure a tax efficient retirement for your clients—live and face to face (virtually)!

WARNING To help keep this session highly interactive, we will cap attendance at 24 and highly encourage all participants to be on camera. If you have any questions about the format, please reach out to events@finseca.org.

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Details

Date:
June 9
Time:
3:00 pm - 3:45 pm
Event Tags: