NAEPC Webinar Viewing Party: Planning Team Revenue Opportunities Generated by New Tax Law

Date: Wednesday, June 10, 2020
Time: 3:00pm - 4:00pm
Location: 901 Dulaney Valley Road, Suite 500, Towson, MD 21204)
Speaker: Terri L. Getman, JD, CLU®, ChFC®, RICP®, AEP® (Distinguished)

About the Program

Listen to this program if you are interested in how an insurance professional has used the recent tax legislation to help clients plan by including several members of the planning team. This intermediate level program will include multiple case examples.

About the Speaker

Terri Getman is a nationally recognized lecturer, author and advisor to financial representatives who provide advice to families and privately-held business owners across the U.S. For more than 30 years Terri has specialized in the appropriate use of life insurance in client’s estate, business and executive benefit plans. Terri currently works for Diversified Brokerage Services, one of the largest life insurance brokerage general agencies, but for most of her career she held positions in advanced marketing at several large insurance carriers.  

Continuing Education

Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availability of credit. 

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