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Association Meeting – How Can Life Insurance Compliment Post-Mortem Tax Planning for the Private Shareholder

Guest Speaker: Marco Faccone with MGF Advisory Inc.

  • Overview of the Pipeline and Loss Carry-back Post-Mortem Tax Strategies
  • The Basics of Permanent Life Insurance
  • Why Permanent Life Insurance helps improve the Post-Mortem Tax Results.

Click here to register for this meeting.

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