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October 31 , 2007
On Wednesday, November 7th at 3:00PM Eastern Standard Time, (12:00PM Pacific) Foresters Financial Partners introduces their “Desktop Sales Maker Series”, a new service to help you increase your business.
The Desktop Sales Maker Series is a live web based seminar program designed to bring cutting edge sales concepts to you in the comfort of your own office. Pick up the phone and turn on the internet to participate in a 40 minute program that will help you identify great new sales opportunities. Our first program will feature Angela Wethor JD CPA, Director of Advanced Markets for Foresters. Angela is currently working with several FFP producers on new wealth transfer strategies using Irrevocable Life Insurance Trusts (ILIT’s). Angela will review real case studies that you will learn from and can help you finish the year strong. Just think what adding one or two cases you were not expecting will do for your year.
Once your clients have their "basic" plan in place, what is the next level of planning they should consider to maximize their estate?
For clients with estates projected to be in excess of the current unified credit amount, incorporating an Irrevocable Life Insurance Trust funded by gifts, can be that next level of planning to help them meet their objectives in a tax efficient manner.
Educating your clients to use annual gift tax exclusions to make cash gifts to an Irrevocable Life Insurance Trust and allocating a portion of the client’s generation-skipping tax exemption to those gifts, allows the client to provide larger benefits for children, grandchildren and perhaps even great-grandchildren without estate tax implications.
Angela will help you understand the relevant tax legislation, contract structuring, estate planning and core strategies that make sense to meet your client’s goals. Most importantly, you will leave the webinar with a clear ability to identify prospects within your client base. Join us for this informative 40 minute session by reserving your place today. Participation is limited. For reservations and access information, send an email to creisch@forestersfp.com
Good Selling!
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For media inquiries, please contact:
Irene Shimoda
Director of Public Relations
Foresters
416 429 3000 ext 4651
1 877 664 6602 (toll free)
ishimoda@foresters.biz
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