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IDC WIN Estate Team, Frank Abate – Paying it forward: using a death benefit to help multiple generations through a personal IFA

Name: IDC WIN Estate Team, Frank Abate – Paying it forward: using a death benefit to help multiple generations through a personal IFA
Start: 2022-05-12T13:00:00-04:00
End: 2022-05-12T14:00:00-04:00

May 12, 2022 EDT @1:00 pm - 2:00 pm

Frank Abate, CPA, CA, CFP, TEP, IDC WIN Estate Planning

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The presentation will compare the outcomes of taking a Death Benefit amount and simply investing it vs. taking the same death benefit, using it to purchase a new life insurance policy, and then borrowing against the CSV to purchase an investment (Personal IFA).

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Details

Date:: May 12, 2022 EDT
Time:: 1:00 pm - 2:00 pm
Event Category:: Webinar