Essential Rules for Estate Planning in 2022
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2021 was an important year for estate planning.
Tax proposals. Market changes. Waiting to see what happens next. Find out what’s changed and make sure you’re offering your clients the best current strategies for passing value onto their beneficiaries.
In just 30 minutes you’ll have a better understanding of:
- Today’s tax scenarios and how to use them to your client’s best advantage
- Cash flow models to leverage the benefits of tax-free insurance
- Future estate tax proposals to put on your radar
With proven strategies and actual case studies, we’ll take legacy planning from an abstract concept to a key cornerstone of your business.
Sam Rocke leads the advanced planning and RIA teams at Ash Brokerage. He's driven to produce the best possible results for each individual, family or business by providing objective evaluations of insurance solutions.
Matt Erpedling has been with Ash since 2005, developing a broad-based understanding of life insurance and advanced markets strategies. His primary focus is answering advanced markets questions, working closely to develop strategies that tie in the proper product and design to fulfill client planning needs.