Upcoming CE Seminar – Who Owns Your Life Insurance Policy? This CE classroom course will educate attendees on how to protect their client’s family though life insurance planning. The course will cover the income tax free and grow taxefficiently benefits of life insurance, as well as, creating adverse gift, estate and income tax consequences, and the often overlooked, ownership obstacles to assist their clients. *Note: Provides two CE credits in New York, New Jersey and Connecticut, as well as CFP and PACE credits. Strategy Speaker: Kathryn Wakefield JD, CLU - Director of Advanced Sales - Mass Mutual Financial Group Date: Wednesday March 25, 2020 Time: 10:00am-12:00pm Fifth Avenue Financial – 90 Park Avenue, 17th Floor
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Webinar – Sales Concepts with Whole Life / 2017 CSO Pricing and New Products
During this Advanced Sales webinar, we will review whole life concepts. We will also discuss 2017 CSO pricing and MassMutual’s new life insurance products, which will become available in November.
Strategy Speaker: James Ryan, RFC, ALMI, ACS – AVP, Advanced Sales, Fifth Avenue Financial
Tuesday October 29, 2019 2pm-2:30pm
This classroom course will help the participant understand the transfer planning strategies available to the family business owner. The course will look at the objectives and challenges of the family business owner and the need to balance business objectives with the family’s needs. The participant will understand why it is important to start planning early for the succession of a family business.
(2 CE Credits NY, NJ, CT – CFP, CPA, PACE included)
Strategy Speaker: Jeffrey I. Hollander, JD, Assistant Vice President, Advanced Sales, MassMutual Life Insurance Company
Wednesday November 6, 2019 10am-12pm