Discuss the impact and planning implications of regulatory and tax law changes, issues around estate and business planning (individual life products used in financial planning to take advantage of tax codes), share best practices in: advisor development, consultation and plan development in the arena of estate and business planning, as well as best practices in client engagement. Members help plan and execute the annual Advanced Sales Forum. Serve as an advisor to LIMRA as to research and solutions needed in this segment of the industry.
Target Membership: Heads of advanced sales or advanced sales/markets specialists with an advising function for individual products.
Typical Topics Discussed: Impact of tax law changes and regulation, best practices in advisor development in advanced sales. Tools and processes to enhance the practice of advanced sales.
Please contact your Member Relations Director for more information.