Webinar Replay

Life Insurance Planning in 2024: A Guide For Financial Advisors
Guest Expert: Lee J. Slavutin, MD, CLU,
Date:
Attendee's Excellent Rating: 90%
Webinar Replay Description

In this session with life insurance expert Lee Slavutin, MD, CLU, he reviewed life insurance basics including policy types, financial ratings, and policy audits.

Attendees Comments:

Missy Davis
A few comments from listeners when they were asked what the learned from the webinar:
I learned a lot about the Business side of using life and also buy/sell agreements which I am just now getting comfortable with.
- Robert G.

Using life insurance and trusts to address potential estate tax exemption sunset
- Skee O.

To better use the insurance companies for advice and design, Glenn Daily
- Peter V.

Policy audits, hybrid LTC, Split Dollar Plans
- David W.

Connelly case on split dollar
- Scott L.

One of the better webinars I have been on. I am in the industry so having an expert who really is up on the trends and issues was very welcoming.
- Dennis B.
Comments
A few comments from listeners when they were asked what the learned from the webinar:
I learned a lot about the Business side of using life and also buy/sell agreements which I am just now getting comfortable with.
- Robert G.

Using life insurance and trusts to address potential estate tax exemption sunset
- Skee O.

To better use the insurance companies for advice and design, Glenn Daily
- Peter V.

Policy audits, hybrid LTC, Split Dollar Plans
- David W.

Connelly case on split dollar
- Scott L.

One of the better webinars I have been on. I am in the industry so having an expert who really is up on the trends and issues was very welcoming.
- Dennis B.
01.09.2024 - Life Insurance
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