The 365-Year Dynasty Life Insurance Trust: Never Again Will You Use a Standard ILIT, will help you to learn how to best design a Dynasty Trust for maximum creditor protection and how to choose a Dynasty Trust jurisdiction.
Special guest panelist, Steve Oshins, covers the structure and benefits of the 365-Year Dynasty Life Insurance Trust and explains how and why a Dynasty Trust is unique.
This presentation will help you to separate yourself from competing life insurance agents, using the Dynasty Trust as the lead-in to prospect the wealthy clients, and to discuss the difference between a Support Trust and a Discretionary Trust.
Webinar Topics include:
- How to separate yourself from competing life insurance agents
- How to use the Dynasty Trust as the lead-in to prospect the wealthy clients
- How to be able to discuss the difference between a Support Trust and a Discretionary Trust
Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.
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