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      Term Conversion webinar image

      Adapting to the OBBB: Life Insurance Solutions for Modern Tax and Estate Planning

      Date: October 23, 2025

      Time: 12:00 PM EST

      Location: Virtual Event

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      This webinar explores advanced life insurance strategies under the new OBBB tax law—helping you integrate insurance within coordinated tax and estate planning.

      Agenda:  


      1. Leveraging SLATs for tax-efficient wealth transfer
      2. Using life insurance inside qualified plans
      3. Applying tax bracket management techniques
      4. Coordinating Roth conversions and spend-down strategies
      5. Conducting trust basis reviews to uncover new opportunities

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      Tag(s): Featured

      Anthony J. Mento

      Adapting to the OBBB: Life Insurance Solutions for Modern Tax and Estate Planning

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