Private Split DollarJoin us for an exciting conference call and learning opportunity! Hear ideas from a well known advanced concept presenter, Pete Leo, J.D.*, CLU®, ChFC®, LLIF. Take advantage of the opportunity to learn ways to implement this into your business.
If you have a client with an estate tax problem, has heirs they want to leave their estate to and needs a solution, you many want to discuss Private Split Dollar with them.
View this short presentation to learn more about Private Split Dollar arrangements and survivorship life insurance from Principal Life Insurance Company.
Wednesday, May 21, 2008
Call in time: 10 a.m. EDT
Call in number: TBD
Passcode: TBD
Seminar Host: Patrick Kane, Regional Vice President – Life Brokerage,
the Principal Financial Group®
Seminar Presenter: Pete Leo, JD*, CLU®, ChFC®, LLIF,
National Advanced Solutions Specialist, the Principal Financial Group
Please RSVP to: DMI - 800-322-6342 x257 or 259
(Handouts and dial-in information will be e-mailed prior to the conference call.)
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