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First Protective Advanced Sales Symposium in New Orleans

By Douglas I. Friedman of Friedman Law Firm, P.C.

Monday, September 10, 2018

Doug Friedman and Jessica Friedman gave a presentation at the First Protective Advanced Sales Symposium in New Orleans on August 22, with Ronnie Hamilton, Advanced Life Insurance Sales Consultant at First Protective . The title was “Advanced Sales Ideas 2018.” The presentation focused on possible alternatives to Irrevocable Life Insurance Trusts; how the pervasive effect of the new tax law is changing common-place transactions, such as divorce planning; and the new IRS reporting and disclosure rules for life settlement transactions

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