Life insurance in estate planning, pitfalls for the attorney acting as trustee of an ILIT, and mistakes policy owners can make
Craig is an experienced financial and investment counselor who specializes in the areas of retirement planning, reducing taxes, investments and insurance. He utilizes his experience and educational background to practice as a Certified Financial Planner. Craig is licensed in securities, fixed and variable annuities, and life, disability and long term care insurance.
We hope to see all of you there.