- This event has passed.
DATE CHANGED to May 12—–IDC WIN Estate Team, Frank Abate – Paying it forward: using a death benefit to help multiple generations through a personal IFA
April 27, 2022 EDT @1:00 pm - 2:00 pm
Frank Abate, CPA, CA, CFP, TEP, IDC WIN Estate Planning
CLICK TO REGISTER
CE Credit are not available
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).
