Per Stirpes or Per Capita
Speakers: Bruce S. Udell, CLU,ChFC,MCEP,RFC
Year: 2018
Body of Knowledge:
Estate Planning/Wealth Transfer,
Family Matters,
Multi-Generational Planning
Competence: Sales |
Level: Broad |
Session Rating: 4.34
Do you love all your grandchildren the same?
This presentation will address a very overlooked area of multi-generational estate planning and will show the powerful non tax emotional application of life insurance in your clients’ estate plan.Â