"Ask the Expert" Teleconference: Life After ATRA

  • 02/21/2013
  • 12:00 PM - 1:00 PM
  • Teleconference


Members: please log in to register!

The details:
Thursday, February 21, 2013
12 - 1pm
Dial-in details will be emailed after registration

The expert:
Roy Cranman, Capitas Distributors Inc., AEP, CLU, CFC, Past President FSP Atlanta

The cost: 
FREE to FSP Members
Non-members $35
Students $15

When asked the question “Why do you rob banks?” John Dillinger (or perhaps it was Willie Sutton) said because “That’s where the money is,” and for years many financial, legal and insurance professionals have focused on estate planning for those facing large transfer taxes.  After all, that’s where the money is, right?  And the expiring Bush tax cuts were a tease, leading us to believe that our client’s liquidity needs were going to come roaring back.  Now that ATRA has created certainty, the estate planning market has suddenly gotten much smaller, affecting only about 350,000 Americans.

This discussion will focus on planning alternatives and life insurance solutions for the remaining Americans. More specifically, those with net worth’s between $500,000 and $5,000,000 and those with higher earned incomes.

The value:
Pick up the phone for direct access to one of Atlanta’s leading insurance professionals - discuss the latest developments and ask your specific questions.

Don't sit through another boring presentation - learn about 4-5 opportunities created by ATRA that you can take to your clients today.

Hear about successes and challenges from your peers and compare notes.  

No CE credit or presentation deck (archive and transcript of the call will be available afterward), just direct access to one of the leading professionals in the industry and a group of your peers ready to address your specific interests and issues. 

Send in your questions or issues in advance to
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