Upcoming Events

NY County Lawyers Association: CURRENT TRENDS IN LIFE INSURANCE UNDER THE NEW TAX LAW, INCLUDING PRIVATE PLACEMENT LIFE INSURANCE – 5/4/2022 (Click Here For Details)

Recent Events

My-CPE.com Webinar for CPAs & Attorneys: What the Advisor Needs to Know About the ‘Living Benefits’ of a Life Insurance Policy – 4/21/2022 (Replay Here)

MyCPE: Understanding The Basics of Life Insurance Today – 3/30/2022

N.Y.C Lawyers Association: Current Trends and Strategies as A Result of New Tax Act – 3/4/2022

Nassau County Bar Association: Current Trends in Life Insurance Under The New Tax Law, Including Private Placement Life Insurance – 2/7/2022

Nassau County Bar Association: Current Trends In LTC & Life Insurance – 11/18/2021

National Accounting & Tax Symposium: What the Accountant Should Know About Life Insurance & the SECURE Act (Listen Here) – 11/16/2021