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In this CE credited presentation, we’ll take a deeper look at how Equimax® participating whole life insurance can complement traditional investments by enhancing tax efficiency, increasing retirement income flexibility, and delivering a more efficient estate transfer. Advisors will walk away with a clearer, more strategic framework for positioning whole life insurance in advanced planning conversations.

Speaker: Judy Wood CFP, CLU, CHS | Director – Insurance Sales

1 CE credit (except QC) (You must stay on for the full presentation to receive your credit)  CE certificate will be issued by Equitable Life

**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**