Staff Presentations for October 2013

Leslie Giordani presents “Evaluating Private Placement Life Insurance In A High Investment Tax Environment” at the 39th Annual Notre Dame Tax & Estate Planning Institute conference. The conference took place at the University of Notre Dame.

Bob Chesner presents “Recent Trends in Private Placement Life Insurance for Affluent Families: Tax Free Investing in a Taxing Environment” at Callan Independent Adviser Group’s 2013 National Conference in Washington, D.C.

Leave a Reply

Your email address will not be published.