2801 Townsgate Rd, Suite 350, Westlake Village, CA 91361 (800) 350-2019

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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

Summit in Sight – House Finally Passes the ‘Build Back Better’ Act

If you’re looking for insight into America’s legislative process, consider the wisdom of the Three Rules of Mountaineering. “It’s always further than ...

Farewell to a Friend, Act 2 – House Votes to Eliminate ‘Backdoor’ Roth IRAs

I wrote a few weeks ago that Congress was preparing to limit the use of Roth IRA accounts, particularly for wealthier taxpayers. I wasn’t entirely sur...

Washington State Addresses the LT Healthcare Crisis – With Interesting Results

There was a time, before last year’s election campaign, when we could discuss issues unpolitical in nature, though only a little less disagreeable. Ma...

Stop the Presses, Again – New ‘Build Back Better’ Draft Reincludes IRA Constraints for Wealthy

Stop the Presses, Again – New ‘Build Back Better’ Draft Reincludes IRA Constraints for Wealthy We work hard to keep our clients up to date on the late...

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