Wednesday, May 17, 2017, 7:30 am - 9:15 am
Highland Park Country Club
1201 Park Avenue, Highland Park, IL, 60035 | map
A case study presentation sharing techniques recently used to integrate insurance with estate planning for traditional and non-traditional families. Three case studies will be reviewed with time for questions. In light of the current estate tax environment the analysis required to address the need for less insurance coverage will be discussed in detail.
Leigh is the Managing Director of NFP Insurance. . She has over 20 years of experience and a distinctive track record of wealth transfer and insurance expertise that includes all aspects of high-net-worth life insurance ranging from advanced underwriting and life settlement negotiation to portfolio analysis and case design.
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