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In this session with Jaime Mueller we’ll review the traditional “maximization” asset repositioning strategy and present a deconstructed approach that:

Delivers a more effective, flexible result for clients who wish to leave a legacy for their families
Addresses the unintended disinheritance of loved ones inherent in traditional strategies
Utilizes a variety of funding sources: annuities, qualified plans, current income or other assets
Is effective for couples, singles and surviving spouses
Can also be used with younger clients seeking to lock in effective planning

More Events and Recorded Videos:

• Under Pressure: Interest Rates, Regulation and More Put the Squeeze on Insurance Products
• Don’t Reduce Estate Tax: Eliminate It In 2018. Why and How
• Finding the Silver Lining: How to Turn a Tax Liability into Tax-Free LTC Benefits
• Planning Opportunities in the Asset-Based Long-Term Care and Chronic Illness Insurance Market
• Underwriting Niches for 2017 - Uncovering New Cases
• Viable Estate Planning Techniques When § 2704 Regulations Become Final

Jaime Mueller currently serves as the Director of Member Services at AIN.

Mueller’s background includes a variety of roles at both insurance companies and insurance marketing organizations. In her current role, Mueller focuses exclusively on the asset-based Long-Term Care and Chronic Illness and is charged with growing sales in the segment across a nationwide network of insurance marketing organizations.

Tuesday, July 31
11:00 AM - 12:00 PM PST
2:00 PM - 3:00 PM EST

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Dormant Assets, Changing Priorities and 20-20 Foresight
Modern Legacy Planning and Risk Management Strategies