Join our monthly trimester webinar featuring Karen Hofmann, Vice President, Advanced Planning at Prudential. We’ll explore innovative and tax-efficient strategies that high-net-worth clients can use to pay for life insurance premiums, including: Private financing through an Irrevocable Life Insurance Trust (ILIT) that helps minimize estate and gift taxes. Selling an asset to an Intentionally Defective […]

Join North American as author, economist, and industry-icon Tom Hegna shares seven simple steps to a happy retirement in “Don’t Worry, Retire Happy!” Whether your clients are just starting or have built significant savings, this presentation highlights strategies to help maximize retirement income with minimal risk.