You’re Invited!
Advancing the Uses of Life Insurance for Client Diversification, Control, and Flexibility
Join David Doherty, CLU®, ChFC®, CFP® from Lincoln Financial Group’s Advanced Sales Team for an engaging “3 Sales Solutions in 30 Minutes” session designed for forward-thinking financial professionals.
What You’ll Learn:
✅ Spousal Lifetime Access Trusts (SLATs)
✅ Qualified Terminable Interest Trusts (QTIPs)
✅ Diversification planning using concentrated stock positions
Plus: Get the latest on the “One Big Beautiful Bill Act” (OBBA) and how it could impact client planning strategies.
Date: September 11th
Time: 2 PM ET | 1 PM CT | 11 AM PT
Discover advanced planning strategies to help your clients achieve greater diversification, control, and flexibility in their financial plans..