Estate-Planning Strategies in a Low-Interest Rate Environment

Estate-Planning Strategies in a Low-Interest Rate Environment

Wednesday, February 10, 2021
11:00 am ET
Register

Join Victor for a discussion of the need for estate tax planning and wealth transfer strategies for your high net worth prospects and clients in light of the new political environment. Victor will review the estate-planning strategies that work best in a continuing low-interest-rate environment. Such strategies include Intra-Family Loans, Grantor Retained Annuity Trusts, Note Sales to Intentionally Defective Grantor Trusts, and more. Attend this session to better prepare for the coming year and the challenges and opportunities it presents for you and your clients.

Victor Ngai JD, CLU®, ChFC®, RICP®
Vice President, Advanced Marketing
Security Mutual Life Insurance Company of New York