
As financial professionals, our clients need and deserve
the best advice and solutions available. A sound financial
and estate plan with up-to-date strategies is critical. With the
turbulence in the financial markets and the repeal of the estate
tax in 2010 coupled with the vagueness of how Congress
will act on the repeal in 2011, a common reaction may be to
simply do nothing. Rather, this is the most important time to
act. Discover solutions to some of these prevalent issues at the
Life Insurance University.
We sought out and partnered with a leading expert in premium
finance, Phil Vogel, CLU, ChFC.
