IDC WIN Estate Team, Frank Abate – Paying it forward: using a death benefit to help multiple generations through a personal IFA
Frank Abate, CPA, CA, CFP, TEP, IDC WIN Estate Planning CE credits under review CLICK TO REGISTER 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).
