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X-WR-CALDESC:Events for MRW Financial
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DTSTART;TZID=America/Halifax:20221213T090000
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DTSTAMP:20260523T071456
CREATED:20221205T170813Z
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UID:9206-1670922000-1670925600@www.mrwfinancial.com
SUMMARY:Allianz – Join David Foster\, Senior Director – Life Advanced Markets\, for a high-level session on Split Dollar
DESCRIPTION:Join David Foster\, Senior Director – Life Advanced Markets\, for a high-level session on Tuesday\, December 13 at 10:00 – 11:00 a.m. Central time.  \nWe’ll cover split-dollar life insurance arrangements\, specifically covering: \n\nVarious split-dollar designs (collateral assignment\, endorsement\, private\, intergenerational\, reverse)\nIncome and estate tax implications of the various split-dollar arrangements\nAdvantages and disadvantages of split-dollar – When it may be an appropriate solution\nCase studies – 1) Split-dollar as an executive compensation solution\, 2) private split-dollar as a wealth transfer solution\n\nRegister now to reserve your spot at this webinar\, a part of our Advanced Markets Specialty Spotlight Series.
URL:https://www.mrwfinancial.com/event/allianz-join-david-foster-senior-director-life-advanced-markets-for-a-high-level-session-on-split-dollar/
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DTSTART;TZID=America/Halifax:20221213T093000
DTEND;TZID=America/Halifax:20221213T110000
DTSTAMP:20260523T071456
CREATED:20221205T200508Z
LAST-MODIFIED:20221205T200508Z
UID:9210-1670923800-1670929200@www.mrwfinancial.com
SUMMARY:Long-Term Care Crisis Planning Guaranteed Issue Long-Term Care
DESCRIPTION:For the first time ever\, we have a revenue generating guaranteed issue planning solution that will allow your clients to take advantage of the Pension Protection Act and leverage money tax-free for Long-Term Care while preserving and growing the funds for their beneficiaries if they do not need long-term care. \nIn \nNot only can this planning solution potentially help your clients and their parents that may be currently experiencing a crisis\, but it can also help your clients preserve the after-tax value of the estate while providing tax efficient funding for care. \nIn my 30+ years of specializing in Long-Term Care I have never been more excited for a new planning solution.  This solution allows early adopters to open up an entirely new professional referral base and help families immediately prior to a potential inheritance.
URL:https://www.mrwfinancial.com/event/long-term-care-crisis-planning-guaranteed-issue-long-term-care/
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DTSTART;TZID=America/Halifax:20221213T100000
DTEND;TZID=America/Halifax:20221213T101000
DTSTAMP:20260523T071456
CREATED:20220727T134624Z
LAST-MODIFIED:20220727T134624Z
UID:9019-1670925600-1670926200@www.mrwfinancial.com
SUMMARY:Annuity Seed Weekly Series
DESCRIPTION:This is a quick 10 minute annuity sales talk. The purpose is to give you an Annuity Seed that can be planted with a prospect and grow into a revenue generating annuity planning opportunity.
URL:https://www.mrwfinancial.com/event/annuity-seed-weekly-series-13/
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