Speakers: Michael Amoia, J.D., LL.M, CLU, CHFC

Year: 2021

Equity markets have been on a wild ride since last year, we are still dealing with the COVID-19 pandemic, interest rates are at zero and there was a Presidential Election that we are still trying to figure out. What does this all mean for wealth transfer planning, product and your business? This open dialog session will break down those items that will impact 2021-2025 and what this may mean for planning opportunities or challenges. We will also consider how the current state of affair will impact the products you sell (and have sold). Lastly, based on what the speaker is seeing, what it means for the members and their business of selling life insurance. The attendees should realize this will not be a passive presentation, so come prepared to ask questions and share with your peers. Learning Objective #1: Quantify the impact 2020 will have on 2021-2025 and what this may mean for planning opportunities or challenges. Learning Objective #2: Review those key factors that will impact life product design and illustrate why the product design could be very limited (or very expensive). Learning Objective #3: Turning what the speaker is seeing into what it means for the members and their business of selling life insurance.