BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/New_York X-LIC-LOCATION:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:191bb5e16ff301c4488214123e2aceaf37 CATEGORIES:Events SUMMARY:NAEPC Webinar: Planning Team Revenue Opportunities Generated by New Tax Law DESCRIPTION:
Listen to this program if you are interested in how an insurance profess ional has used the recent tax legislation to help clients plan by including several members of the planning team. This intermediate level program will include multiple case examples.
Terri Getman is a nationally recogni zed lecturer, author and advisor to financial representatives who provide a dvice to families and privately-held business owners across the U.S. For mo re than 30 years Terri has specialized in the appropriate use of life insur ance in client’s estate, business and executive benefit plans. Terri curren tly works for Diversified Brokerage Services, one of the largest life insur ance brokerage general agencies, but for most of her career she held positi ons in advanced marketing at several large insurance carriers.