Register for Live Webinars

Please feel free to register for any of the events below. If you have any questions concerning these events, please feel free to contact us.

Champion Agency understands that financial professionals are only as good as the solutions they provide to their clients. We have made it our goal to offer our brokers the opportunity to expand their knowledge by providing weekly training opportunities.

Pacific Life Estate & Life Insurance Planning for the Other 99.9% (1 Hour CE)

Tuesday, June 23, 2020

10:00 AM – 11:00 AM (MDT)

The estate tax and estate planning environment today is very different from what it was not too long ago. The principal reason for this is the passage of the American Taxpayer Relief Act of 2012 (also known as ATRA) and the Tax Cuts and Jobs Act of 2017 (also known as TCJA).

This presentation will discuss the various planning opportunities for the 99.9% of Americans that do not have to plan now for federal estate tax liquidity issues. Rather, the planning focus for these individuals has now shifted significantly – with a great deal of emphasis on planning for family-oriented needs.

Attend this webinar to learn about:

  • Planning to address various family dynamics.
  • Planning for the effective transfer of a family owned business. 
  • The use of life insurance in estate planning.
  • Planning for possible state estate and/or inheritance taxes.