Webinar Title: Life Insurance, a Strategic Investment for Wealthy Families
Webinar Date: Wednesday, March 29, 2023 at 2:00 pm EST
Description:
Ken Eyler, CEO of Aquilance, and leading family office advisor, will chair a panel discussion with Evan Roberts of Chesapeake Brokerage and Max Reamer of The Quantum Group, as they discuss how life insurance can be a useful instrument for business owners, professionals, and high net worth families as part of long-term strategic planning.
Learn how Evan and Max help their clients create effective wealth preservation plans, working in concert with financial advisors. Through careful analysis of potential exposure, and the possible impacts of unique financial situations, they will discuss how plans are optimized to serve each client’s best interests.
Speakers:
Ken Eyler — CEO, Aquilance
Evan Roberts — Brokerage Vice President, Chesapeake Brokerage
Maximilian Reamer — Advisor, The Quantum Group
