Training Calendar

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Topic: TUESDAY TIPS AND TRICKS

Invite others by using the Public Part of our Website

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Coffee Talk:

Life Insurance Advanced Designs Using the CRT Stretch

Join us for a quick 15‑minute “coffee talk” webinar on “The CRT Stretch IRA”

We will demonstrate how a CRT “stretch IRA” strategy may help mitigate the tax impact of the SECURE Act’s 10‑year rule—using life insurance to preserve and enhance client legacy. 

Presented by Monica Rhee, JD, LLLM, AVP Advanced Design

 Date: Tuesday,  May 12, 2026
Time: 12:00 PM ET | 11:00 AM CT | 10:00 AM MT | 09:00 AM PT

Speaker: Monica Rhee, JD, LLM, AVP, Advanced Designs Unit, Pacific Life

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Premium Finance Enhances the Necessary Purchase of Life Insurance for High Net Worth Clients

Join us for a quick 45‑minute webinar on “Premium Financing Done the Right Way“

Typical scenarios where premium finance can add value: Estate Planning, Business Planning, Existing Life Insurance, and Asset Protection. Principals we utilize include: Leverage, Value, Flexibility, Internal Rates of Return, and Gift Tax.

Presented by Michael Wurth MBA, Vice President Succession Capital

 Date: Tuesday,  June 9, 2026
Time: 12:00 PM ET | 11:00 AM CT | 10:00 AM MT | 09:00 AM PT

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