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The Role of Life Insurance in Estate Planning

January 26, 2022 @ 10:00 AM - 11:00 AM

What is Life Insurance and who should have what?
Life insurance is complicated. There are many different types of policies with totally different structures and tax consequences, payment options, benefits, and liabilities. Come learn about the differences and details.
Speaker: Jean Riordan, CFP, CLTC, TEG LEXCO (Poughkeepsie/Tarrytown)

Contact: bruce@marketingsense2.com

Register for this FREE webinar for older adults & their families

Dial-in by phone also available; numbers obtained on registration or by calling and leaving a message for Paul at 914.231.3227

Details

Organizer

  • Westchester County

Venue

  • Virtual Presentation