2021 Series - Episode nineteen: Leveraging Life Insurance for the Family Bank Principle
Life insurance is a cornerstone of building and keeping wealth within the family – and when working in the high-net-worth or ultra-high-net-worth space, the way these conversations are initiated and moved forward can help clients clearly understand and support a comprehensive intergenerational strategy.
Join us on October 5th at 11:00 am EDT for a Coffee Talk as Advocis welcomes Sylvie Amar, Vice-President, Product Strategy & Advanced Markets at Financial Horizons Group as she walks participants through a detailed case study that exemplifies the role that life insurance plays in protecting and fostering intergenerational wealth through an explanation of the “Family Bank Principle” – a optimized approach to ensuring that wealth is positioned wisely as it is handed down.
Please refer to the chart below for your local timezone:
| 
