Continuing Education Seminar

You are cordially invited to a CE seminar

Estate Tax Planning Tools – session 1

Overview – 2 CE Credits – instructor, Patrick Olearcek, Estate & Business Planning

The focus of this classroom course is an overview of various techniques to make lifetime transfers of property to children and grandchildren (gifts, grantor annuity trusts, installment sales, private annuities, sales to intentionally defective trusts, charitable remainder and lead trusts) to reduce estate taxes in conjunction with life insurance to cover estate taxes.

Disability Income Planning in Multi-Life Settings – session 2

Overview – 2 CE Credits – instructor, Robert Fiorilli, Regional Director, DI & LTC

The objective of this course is to provide education and training for Insurance Professionals in the tools necessary to plan for Disability in a Multi-Life selling environment. The course will provide attendees with the basic elements necessary for understanding the need for disability insurance and the basic steps necessary to plan for implementing a Multi-Life Disability case.