Session Description

The American Taxpayer Relief Act of 2012 was a sea change for advisors working in advanced markets. Under current laws, the federal estate tax exclusion is USD 5 million and rising. Furthermore, the portable exclusion allows couples to “double up” on the amount they pass federal estate tax free. Indeed, the “good old days” of positioning life insurance for estate tax liquidity are mostly gone (except for high-net-worth clients). Szeremet breaks down estate planning strategies that have thrived in this new environment. This session is a must if you are interested in increasing your sales of permanent life insurance.

Biography

David M. Szeremet, JD, CLU, is second vice president at Ohio National Financial Services, where he heads up the advanced sales department. He consults with insurance advisors across the United States and Puerto Rico on estate planning, business insurance and retirement planning. He has 22 years of experience in the insurance industry with 15 years at Ohio National Financial Services and seven years at State Farm Insurance. Szeremet has conducted hundreds of classroom, seminar and sales meeting presentations and has been published in numerous industry publications.

Ohio National Financial Services
One Financial Way - Dept 64
Cincinnati, OH 45242 USA

Email: david_szeremet@ohionational.com
Phone: 513-794-6389