I was honored to be a guest speaker today to The Lake County Estate Planning Council. The group is an interdisciplinary organization for professionals involved in estate planning to better serve the needs of the public in estate planning.
The title of my presentation is:
LIFE INSURANCE IN QUALIFIED RETIREMENT PLANS:
The Impact of the New Economic Realities on Business Owners, Employees, Beneficiaries and Financial Service Providers
Here it is:
Life Insurance in Retirement Plans
See more presentations by JerryKalish | Upload your own PowerPoint presentations