Join our monthly trimester webinar presented by Michael G. Connell, Director of Advanced Planning, who will provide you with an overview of gifting and today’s learning opportunity so that you can help clients maximize their legacy plan. You’ll leave with a better understanding of:
the value of gifting as a wealth transfer technique
the typical profile of clients who may benefit
how leveraging life insurance can help clients leave even more to their loved ones
Sign up now to discover how the right gifting strategy may enhance clients’ overall financial plans.
Join our monthly trimester webinar presented by Michael G. Connell, Director of Advanced Planning, who will provide you with an overview of gifting and today’s learning opportunity so that you can help clients maximize their legacy plan. You’ll leave with a better understanding of:
Sign up now to discover how the right gifting strategy may enhance clients’ overall financial plans.
Speaker
Michael G. Connell, CLU®, ChFC®
Director
Advanced Planning
Prudential Financial, Inc.
Host
Karen Hofmann, CLU®, ChFC®, CASL®
Vice President
Advanced Planning
Prudential Financial, Inc.
Details