Faculty: Henry Montag, CFP, Managing Director, The TOLI Center East; Andrea B. Schanker, Schanker and Hochberg, P.C.
The COVID-19 pandemic and the recently passed SECURE Act have caused many changes that may impact you or your client's existing life insurance policy.
Our panel of experts will address the challenges and considerations one should consider as it relates to life insurance and COVID-19 and new legislatives changes, including how the CARES Act modified the Secure Act.
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