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Global Atlantic: Planning in Low Interest Rates

October 21 @ 2:00 pm - 2:30 pm

Interest rates have reached historical lows. Although few taxpayers are facing an estate tax liability under the current estate tax laws – do you and your clients realize that the exemption is set to be cut in half in 2026? What changes could a change in Washington bring after the 2020 election? Listen to Global Atlantic’s Randy Zipse, JD, AEP®(Distinquished) discuss why today is the perfect time to discuss estate and business planning with your clients. The low interest rates allows for efficient and flexible planning opportunities.

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October 21
2:00 pm - 2:30 pm