Planning Under the Secure Act
Speakers: Speaker: Tim McFarland, Vice President, Advanced Sales, NFP
Year: 2020
Body of Knowledge:
Competence: Broad |
Level: Basic |
Session Rating: Insufficient Data
Learning objectives:
Describe the salient features of the SECURE ACT and the opportunities they present for gift, estate, GST, retirement and charitable planning.
Recognize charitable opportunities with and without life insurance under the SECURE Act.
Recognize life insurance opportunities under the new Stretch Rules.