In this session with life insurance expert Lee Slavutin, MD, CLU, he reviewed life insurance basics including policy types, financial ratings, and policy audits. This webinar also took a look at advanced planning techniques including gifts to insurance trusts, split dollar, premium financing, and the sale of a policy from a retirement plan. Lee’s unique medical qualifications are an important part of his specialty, which is serving high net worth individuals seeking substantial life insurance policies. Lee is a well-known public speaker and educator for the legal and accounting professions including the American Law Institute/American Bar Association and the American Institute of Certified Public Accountants.
01.09.2024 - Life Insurance
Life Insurance Planning in 2024: A Guide For Financial Advisors
Presented by Lee J. Slavutin, MD, CLU,