Join Brandon, Lauren and Donna in a round-table discussion of post-inauguration political factors that will impact 2021 tax policy changes. During this session they will arm you with valuable & actionable strategies for clients, including:
- Tax benefits of diversification using life insurance and re-positioning assets.
- How can you help clients and their beneficiaries keep more of their hard-earned money?
- How can clients significantly increase both their retirement income and death benefit with a Variable Universal Life (VUL) policy?
- Legacy Planning with Retirement Assets.
- How can clients work around the elimination of the Stretch IRA so the right amount of money is left to their heirs?
- What other life insurance strategies can enhance a client’s legacy?
VP, National Director, Advanced Planning Group
Prudential
Brandon Buckingham is the National Manager for the Advanced Planning Group for Prudential Individual Solutions Group. He and his team of tax attorneys, Certified Financial Planners™ and retirement and life insurance specialists provide technical, marketing and sales support for all matters concerning variable annuities, individual life insurance, retirement, estate, gift and income tax planning, and other advanced market topics.
*Does not provide legal advice or practice law as an attorney for Prudential
Regional Vice President
Prudential
Lauren Hicks is a Regional Vice President for Prudential’s Individual Life Insurance division. Based in Houston TX covering the Texas region, she is highly experienced and knowledgeable at using life insurance to benefit your clients.
VP, Advanced Planning, Individual Solutions Group
Prudential
Donna is a Vice President in the Advanced Planning group of Prudential’s Individual Solutions Group. In this role she consults with Prudential’s sales force and distribution partners to provide technical knowledge and support for life insurance sales and marketing in the areas of estate and business planning, charitable giving, wealth transfer and retirement planning.
*Does not provide legal advice or practice law as an attorney for Prudential