Event Details

Join Bayntree as we welcome Michael Moore, President of CDP Insurance Services, for an in-depth discussion of Section 264a and how it relates to Premium Financing for Business Owners and the Mass Affluent.

Michael is one of the foremost experts in the country on this topic with 20+ years of experience in the administration and banking side of this planning industry.

We will discuss:

• Understanding Section 264a and interest deductibility with insurance Premium Financing
• Special Leverage and Arbitrage Opportunities for Business Owners and High-Net Worth Clients
• Section 7702 – Constructing a new Asset Class, the “Super Roth”
• Utilization in Legacy Planning
• Bringing potential clients unique value
• Increasing Accounting Revenue from existing clients

Licensed CPA – 1 CPE Credit Hour

Hosted by:
Brian Hartstein, MSFS, CLU®, ChFC®, Bayntree Wealth Advisors
Andrew Rafal, Bayntree Wealth Advisors

Venue

Seasons 52
2502 E. Camelback Rd., Phoenix, AZ 85016

Date

Tuesday - May 21st, 2019

Time

11:30 a.m. to 1:00 p.m.

Map