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Tax Mitigation Strategies Using No-Load Life Insurance
Course Information
Content Level: Advanced
NAPFA Subject Area: B-Insurance & Risk Management
Course Description
This webinar will focus on why life insurance (particularly no-load) offers RIAs and clients one of the best and simplest tax mitigation strategies available. Attendees will review several specific case studies showing how and when this approach can most favorably impact personal, business, and trust planning.
Learning Objectives
  1. Understand tax efficiency and the problem with life insurance
  2. Learn why Life Insurance isn’t always the problem; it’s specific products, expectations, and understanding
  3. Review changing tax laws and the serious implications for your clients
  4. Discover product design elements that are changing the landscape for the better
Albert A. Lorenzi III
As the Principal and Co-Founder of The LRM Group, Albert A Lorenzi III focuses exclusively on providing objective insurance consulting support to fee-only advisors and advisory firms. As an independent insurance advisor and advanced insurance planning consultant since 2005, his emphasis is rooted in insurance plan and consultation for a broad range of financial professionals, trust companies, tax and legal counsel. Lorenzi specializes in partnering with advisors in a consultative process to assist in the areas of personal, estate, business, and charitable planning. He also brings additional expertise to assist with the review and analysis of existing insurance policies. Lorenzi began his career with Northwestern Mutual in 2001, received his bachelor’s degree from Robert Morris University, and is a member of the Estate Planning Council of Pittsburgh.
Availability: Retired
Initial Cost: Member: $0.00
Non-Member: $39.00
Additional Cost: CFP® CE: $10.00
Credit Offered:
No Credit Offered
Contains: 2 Courses
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