Amy Bryant and Tim McFarland join Bill Bell and Jenna Washatka to explore estate planning strategies amid the upcoming tax law changes, and much more!
Amy Bryant, Director of Advanced Sales at Penn Mutual and Tim McFarland, the Vice President of Advanced Sales at NFP join this episode of Life Matters, with host and Advanced Sales VP, Bill Bell and co-host and Director of Advanced Sales, Jenna Washatka. Together, they explore estate planning strategies amid the upcoming tax law changes with the sunset of the Tax Cuts and Jobs Act, and so much more!
Key Takeaways for Financial Professionals:
1. Strategize for Liquidity and Business Succession:
2. Legal Implications of Recent Decisions:
3. Insights on the Tax Cuts and Jobs Act:
Press play to be entertained, informed, and inspired! Get ready for an episode packed with actionable insights to help you grow a stronger financial practice.
Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com
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This podcast is for informational purposes. Guests’ views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state.
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