This session will focus on decisions and elections regarding the decedent's final income tax return, the fiduciary income tax returns for the estate or trust, the federal estate tax return, employee benefits, statutory allowances and alteration of interests of successors. In this session, Members from Malta, Jamaica and Singapore share how they consistently qualify each year with transferable ideas that can be used in any country. This will put a permanent end to your prospecting concerns. This system has been developed and has evolved over 15 years in an actual financial planning practice and is in use by more than 1,000 producers. It's hard to know how to help someone who is grieving.
People sometimes say things that are well meaning but inappropriate.
They may not mean to be offensive, but they are, and it hurts. On the other hand, those who provide real help are never forgotten. W806 Variable Annuities in the High Net Worth Market Place Andrew D. Westhem, CLU Andrew Westhem's presentation will cover the marketing of annuities, their continuing growth potential, and the opportunities they present to future baby-boomer clients as investment. Learn innovative sales ideas and the advantages of owning annuities which can be applied to your high net worth clients and prospects. Using Tax Dollars to Buy or Sell a Business Stanley D. Mountford Learn how to reclaim tax dollars to buy or sell a business and how to use life insurance as a hedge fund to stabilize a living buyout.