Washington After the Vote – Policy Prospects and Planning Priorities

What to watch. What to plan for. What it means for your clients.

Live virtual event for financial services professionals

The election results will set the stage for Washington’s next policy agenda. For financial professionals, the questions go beyond who controls Congress: What can realistically move forward—and what could it mean for clients?

The conversation will explore:

• Washington’s next moves: Legislative priorities, committee leadership changes and prospects for bipartisan action.
• Taxes and affluent planning: What to watch concerning tax policy, retirement distributions and charitable planning.
• Estate planning and life insurance: Legacy objectives, liquidity needs and planning considerations beyond federal estate taxes.
• Business owners and succession: Implications for ownership transitions, executive benefits and business continuity.
• Retirement and access to advice: Policy and regulatory developments affecting retirement income, financial products and professional advice.

Leave with a clearer view of the developments you may want to monitor and the that could benefit your clients

Speakers

• Marc Cadin | CEO, Finseca
• Justin Smith | Principal, Balanced Strategies and Strata Family Office
• Moderated by Jared Gwin | Chief Distribution Officer, North American Life Division

Sponsored by

Speaker Affiliation

Finseca, AIN, and AIN-affiliated agencies are independent organizations not affiliated with North American. The views and opinions expressed are each speakers views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance^®. Sammons Financial^® is the marketing name for Sammons^® Financial Group, Inc.’s member companies, including North American Company for Life and Health Insurance^®. Annuities and life insurance are issued by, and product guarantees are solely the responsibility of, North American Company for Life and Health Insurance.

2032NM-1 FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES. 10-26