Life Insurance Strategies for Turbulent Times (April 22, 2009 Audio Conference)

"Due to less than perfect audio quality, we are offering this recording at a discounted price. No refunds or returns."

<

Program Overview
Are your clients hesitating to take action because of market turbulence and estate tax uncertainty? This program will explain several key planning strategies that can preserve flexibility for clients while Implementing the protection they need now.

By the end of the program you'll know:

The latest on the estate tax and what to look for in the months ahead
How to maximize flexibility in an ILIT
Trust funding strategies that can preserve access to cash values
Estate tax hedge techniques

Featured Speakers:
April Caudill, JD, CLU, ChFC, AEP is a director of advanced marketing with Prudential Financial in Plymouth, Minnesota, responsible for advanced marketing strategies, research and analysis. Prior to joining Prudential, she served as the managing editor of Tax Facts at the National Underwriter Company, where she worked for 19 years. Her areas of expertise include qualified plans, ERISA, and distribution planning.

Terri L. Getman, JD, CLU, ChFC, AEP is vice president, advanced marketing, The Prudential Insurance Company of America. Getman served on the Society of Financial Service Professionals national Board of Directors and is currently serving on its Sections Committee and Young Professionals and Diversity Committee. She also is a member of the LIMRA Advanced Sales Committee and AALU Business, Estate and Charitable Planning Committee.