September 22, 2021
Online from 8:00 - 9:00 a.m.
Life insurance is a tool often touted as easy to use and effective in helping clients with estate and financial planning needs, but its complexities can confound clients and advisors alike.
Join us as Erik Eklund of M Financial presents a whirl-wind tour designed to give you a solid grounding in the types and uses of life insurance. We will discuss simple case studies to help you identify exactly where and when and HOW to use life insurance. We will talk about what types of products are appropriate and maybe inappropriate for each situation. We will also touch on ways clients can pay for life insurance aiming to demystify “split-dollar” and “premium financing.”
Learn where the right place is to “put the life insurance” to help your clients and add even more value.
Eric Eklund, Esq. is responsible for Advanced Markets Strategies at M Financial Group where he advises the nation’s top life insurance professionals on the business planning, estate planning, tax planning.
Eric is a key contributor to thought leadership in the legal and life insurance industry, and is a popular presenter having addressed audiences at LIMRA, The American Bar Association, M Financial, and other industry events on estate planning, and advanced life insurance planning.
Recent scholarship includes topics such as: Private Split-Dollar Life Insurance Planning, Dynasty Trust Planning, Due-Care for Non-Insurance Professionals, Planning with Buy-Sell Arrangements, Demystifying the Generation Skipping Transfer Tax, and Insuring the Charitable Plan.
Presentation is from 8:00 - 9:00 a.m.
MCLE approved for 1 hour General CreditCFP credit approval pending.
CPA Certificates of attendance provided.
*Guests must be a potential member and may attend at this rate one time. Please plan to pay all meeting fees before program begins. The referring member will receive a $10 Amazon gift card.
To join email us.
Thank you to our Sponsors!
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