Current Tax and Life Insurance Planning Ideas for Today’s Trusted Financial Service Professional

Date: Wednesday, March 25, 2015
Time: 11:45am - 1:30pm
Location: NBSC, 1221 Main Street, 15th floor
Speaker: Dick Kait, JD, LLM, CLU, ChFC

Join us at NBSC (15th floor - 1221 Main Street, Columbia) for an informative presentation by Dick Kait (bio attached) of Protective Life. Dick leads Protective Life’s Advanced Sales Department, with more than 30 years’ experience in tax and business planning, trusts and estates, life insurance, annuities and related specialties. Dick will cover the following topics:

  • What You Need to Know About the White House Tax Proposals (presented in the President’s Budget for Fiscal Year 2016), together with an update on the Tax Reform Proposals offered by Congressman Ryan (R, Wisconsin), new Chairman, House Ways & Means Committee.
  • Guidance for advisors who are considering placing life insurance inside trusts.
  • Why it is more important than ever to know the Two Critical Reasons why your clients may want to set up an IRA Beneficiary Trust.
  • Can you identify and explain some of the best trust techniques, funded with life insurance, that are used in contemporary estate planning for a variety of client needs?

Parking and Venue Information:  Garage parking is available on level P1 (first parking level). Enter the parking garage via the right lane and take a parking ticklet.  When entering the building, sign in at the front desk (security in the lobby) and take the elevators to the 15th floor (stairwell doors are locked at all times) to the Board Room. After the event, your parking ticket can be validated at the reception desk outside the board room.

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