What is the best investment? The one that is worth the most when needed the most. Life insurance often fits that profile, especially when estate tax funding and family wealth planning is involved. And Trusts bring flexibility, power and precision to life insurance so that it benefits those intended with the protection they deserve. This session will overview the characteristics of well-designed, well-managed life insurance, and how to use trusts to maximize the financial results for the family. We will wrap up with thoughts on how to keep plans on track in light of pending tax reform.
This session will include:
- An overview of well-designed, well-managed life insurance policies
- How life insurance trusts can be used to maximize financial results for clients
- A discussion of trends and pending tax reform which may affect policies
Continuing Education (CE) and Continuing Legal Education (CLE) Credits: CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
This webinar is sponsored by Life Insurance Trust Company (LITCO), the industry’s only trust company focused exclusively on life insurance trusts. LITCO provides ILIT fiduciary services to Grantors and Beneficiaries that go beyond typical corporate trustee services. LITCO is an affiliate of ITM TwentyFirst, which has been providing services to owners of in-force life insurance policies, including fiduciaries (banks, trust companies, attorneys, family offices) and institutional policy owners (private equity firms, banks, universities and foundations) for over 20 years.
Sponsored by
Leon Wessels - Host
Corporate Business Development Manager
Life Insurance Trust Company
John Barkhurst - Host
Sr. New Business Development Manager
ITM TwentyFirst
Kristin Bulat - Presenter
SVP Strategic Resources
NFP & PartnersFinancial
Kenneth R. Samuelson - Presenter
President and CEO
Morehead Group
Susan Lipp - Moderator
Editor in Chief
Trusts & Estates
