Do you think ATRA killed the estate planning market? Think again!
In this session with Joe Ross, VP – Sales Productivity & Business Development at American General as he discusses the hidden pitfalls created by ATRA for clients under the current Estate Tax exclusion limits. The bottom line is that as estate taxes were eliminated, other transfer taxes have increased as a result. Joe will walk us all through the source of these increased taxes and offer solutions for this “income tax trap” created by ATRA.
This will be another training session focused on sales ideas that marketers can put to use immediately in their work with producers!
Register for one of the two sessions below: