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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
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
Check Out Our Newest Published Articles:

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