Jonathan Blattmachr brings his breakthrough perspectives to this interactive seminar. You'll dig deep into life insurance, trust drafting, and tax planning. Mr. Blattmachr assures you will be involved in the discussion and that your questions will get answered!
Attend and Learn to:
- Gain confidence and give authoritative advice on the best life insurance products for each client
- Make life insurance premiums deductible
- Uncover the beneficial and adverse tax effects of life insurance
- Structure every trust you draft to get measurable, cost-effective results for clients
- Maximize asset protection within your trusts
- Leverage the GST exemption with a trust that's made-to-order