NAEPC Webinar: Planning Team Revenue Opportunities Generated by New Tax Law

NAEPC Webinar: Planning Team Revenue Opportunities Generated by New Tax Law

Presented by National Association of Estate Planners & Councils

Wednesday, June 10, 2020

3:00pm - 4:00pm ET

Speaker: Terri L. Getman, JD, CLU®, ChFC®, RICP®, AEP® (Distinguished)

Listen to this program if you are interested in how an insurance professional has used the recent tax legislation to help clients plan by including several members of the planning team. This intermediate level program will include multiple case examples.

Terri Getman is a nationally recognized lecturer, author and advisor to financial representatives who provide advice to families and privately-held business owners across the U.S. For more than 30 years Terri has specialized in the appropriate use of life insurance in client’s estate, business and executive benefit plans. Terri currently works for Diversified Brokerage Services, one of the largest life insurance brokerage general agencies, but for most of her career she held positions in advanced marketing at several large insurance carriers.  

REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.

Registration Fees

• $40 / Accredited Estate Planner® designee
• $60 / member of NPEPC
• $100 / non-member
• $250 / council meeting or group gathering

A general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.