Phoenix, AZ Registration details to come. Forum MAX is a member-only study group that offers an exclusive opportunity to present, share and receive direct feedback on client cases while growing your network.

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Let’s Chat Finseca – How can I use a two-policy, loan regime split dollar strategy to craft an executive benefits package for my business clients?
June 2, 2021 @ 3:00 pm - 3:45 pm
Want to learn how to use a two-policy, loan regime split dollar strategy for crafting innovative executive benefits packages? Come learn from two of the innovators featured in Finseca’s Advanced Markets Summit Jim Hebets, President, and Jamie Hebets, Senior Vice President, of The Hebets Company.
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 [email protected].
Time Zone for this event: ET
Have an immediate question? Contact [email protected]