The recent TRIIPSS Webinar “Beneficiary Blow-ups: Focusing on Investments” is now available on demand. Peter Wouters covers estate planning issues with a focus on investments. He uses case studies - many from the courts - to highlight strategies and pitfalls where beneficiary designations may be overridden. Some advisors mentioned they had experienced technical difficulties during the live event. We have confirmed that this on-demand replay is fully functional and is now available for viewing. If you were impacted, please accept our apologies for any inconvenience. Watch the replay on demand when it is convenient for you and complete the webinar quiz to earn CE Credits. CE offer expires December 23, 2020. 
Peter Wouters
Tax, Retirement & Estate Planning Services,
Empire Life | This webinar is part of our TRIIPSS series (Tax, Retirement, Investment, and Insurance Planning Strategies and Solutions) featuring Peter Wouters. With our webinars, you become more knowledgeable on these subjects so you can better meet the needs of your clients and help them achieve their financial goals. Learn more > |
FOR ADVISOR USE ONLY Policies are issued by The Empire Life Insurance Company. | 