Trust Financial Webinar Invite: Tuesday September 14th At 11:00 AM EST – Tax Prognostications: Is The Wealth Transfer Tax Tsunami Coming?
September 14, 2021 @ 11:00 am - 12:00 pm
Trust Financial Services has partnered with Joe Ross from AIG to bring you an exciting and informative webinar.
We are proud to offer:
What: “Tax Prognostications: Is The Wealth Transfer Tax Tsunami Coming?”
When: Tuesday, September 14th – 11:00AM – 12:00PM (EST)
You’ll Learn:
Three tax changes that the Biden Administration would like to implement which will have the potential to create a Wealth Transfer Tax Tsunami. Dive into what these three potential tax proposals are and the opportunities these changes could bring to the life insurance industry. Learn how to help your clients maintain their legacies and potentially reduce the impact of tax increases:
♦ Use the life insurance advantages of tax-deferred growth
♦ Benefit from tax-free access during retirement
♦ Access tax-free death benefit
Tax Prognostications: Is The Wealth Transfer Tax Tsunami Coming?
Tuesday, September 14th – 11:00AM – 12:00PM (EST)
Please join meeting from your computer, tablet or smartphone.
Join from a video conferencing system or application
Dial joyce.chan@aiguc.webex.com
You can also dial 173.243.2.68 and enter your meeting number.
If you are the host, you can also enter your host PIN in your video conferencing system or application to start the meeting.
Need help? Go to https://help.webex.com
Trust Financial Services has partnered with Joe Ross from AIG to bring you an exciting and informative webinar.
We are proud to offer:
What: “Tax Prognostications: Is The Wealth Transfer Tax Tsunami Coming?”
When: Tuesday, September 14th – 11:00AM – 12:00PM (EST)
You’ll Learn:
Three tax changes that the Biden Administration would like to implement which will have the potential to create a Wealth Transfer Tax Tsunami. Dive into what these three potential tax proposals are and the opportunities these changes could bring to the life insurance industry. Learn how to help your clients maintain their legacies and potentially reduce the impact of tax increases:
♦ Use the life insurance advantages of tax-deferred growth
♦ Benefit from tax-free access during retirement
♦ Access tax-free death benefit
Tax Prognostications: Is The Wealth Transfer Tax Tsunami Coming?
Tuesday, September 14th – 11:00AM – 12:00PM (EST)
Please join meeting from your computer, tablet or smartphone.
More ways to join:
Join from the meeting link
https://aiguc.webex.com/join/joyce.chan
Join by meeting number
Meeting number (access code): 731 913 750
Join by phone
+1-469-210-7159 USA-Dallas Toll
+1-646-992-2010 USA-NYC Toll
Access code: 731 913 750
Join from a video conferencing system or application
Dial joyce.chan@aiguc.webex.com
You can also dial 173.243.2.68 and enter your meeting number.
If you are the host, you can also enter your host PIN in your video conferencing system or application to start the meeting.
Need help? Go to https://help.webex.com
Email: info@tfsbrokerage.com
Phone: (973)514-1980
Web: www.tfsbrokerage.com
Details
Organizer