David Wexler recently appeared on a nationally broadcasted webinar, hosted by the Association of Advanced Life Underwriting (AALU), a national advocacy organization dedicated to serve the needs of life insurance community. During this webinar, David was joined by Mark Teitelbaum, the current chairmen of AALU’s Wealth Transfer Committee and Justin Brown, the Vice President of Legislative Affairs at the AALU. Together, they analyzed the potential effects of tax reform and estate tax repeal on insurance advisors and their clients. In addition, the panel shared their recent experience with clients and others professional advisors about their responses to proposed changes by the new Administration.
Categories
Topics
401k
AALU
AALU Webinar
affiliate partner
annual return
Awareness
beneficary
David Wexler
DC Family Business Forum
DOMA
estate planning
Family Business
financial security
financial services
Freedman Risk Management
government
Health
health changes
insurance planning
invesments
IRS
IRS Limits
laws
Life Insurance
Life Insurance Rates
liquid investments
Long Term Care
M Intelligence
Mitchell Freedman
money market
permanent coverage
planning
premium
rate changes
resources
retirement
Saving for Retirement
Sheila Johnson
social security
standard rates
tax
temporary coverage
Universal Life Crediting Rates
wealth management
Whole Life Dividend Interest Rates