Events

Discover the power of strategic life insurance solutions at an informative CLE luncheon hosted by Newton One. Join us for an introduction to their firm, specializing in estate planning and executive benefits. Managing Partner Steve Target will share valuable insights on:

• The Evolution of Insurance Products: Navigating Risks and Rewards
• Fiduciary Responsibilities: Ensuring Effective Ongoing Policy Service for Trust-Owned Policies
• Rapid Fire Topics:
  • Private/Family Loans to Trusts for Insurance Premiums
  • Private Placement Life Insurance
  • Long-Term Care Solutions
  • Executive Benefits Strategies

One substantive CLE credit pending approval in PA (reciprocity in NJ & NY).

Please reach out to Sam Slagle for more information.