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IDC WIN Advanced Tax and Estate Planning
June 18 EDT @1:00 pm - 3:00 pm
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Have clients with complex tax and estate planning needs? Join us for our online session – Tax and estate planning: Exploring advanced sales opportunities. Learn from IDC WIN and industry experts as they delve into topics like navigating the years after closing a large life insurance case, farm estate planning and the latest developments in tax policies. This insightful session can help you better understand how to maximize future opportunities while providing long-term value for clients.
1 CE credit (PENDING) (You must stay on for the full presentation to receive your credit)
**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**