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New York City Chapter Virtual Event - Utilizing Intra-family Loans in the Current Environment
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New York City Chapter Virtual Event - Utilizing Intra-family Loans in the Current Environment

New York City Chapter Virtual Event - Utilizing Intra-family Loans in the Current Low Interest Rate Environment

 Export to Your Calendar 9/23/2020
When: Wednesday, September 23, 2020
1:00-2:15 pm
Where: Virtual
New York
United States
Contact: Karen Beno
212-725-7702

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Please join SFSP for our education meeting, addressing various topics impacting the financial services industry.

For more information on these events, contact Karen Beno at

212-725-7702 or kbeno@nyc-sfsp.org

“Utilizing Intra-family Loans in the Current Low Interest Rate Environment”

 

*ZOOM MEETING

Date:  Wednesday Sept. 23, 2020

Time:  1:00 – 2:15

Join Zoom

Meeting  https://us02web.zoom.us/j/87208849528?pwd=eDN1Q1JRRzR4TTZnS0QzYzU1SjI3QT09

 Meeting ID: 872 0884 9528 

Passcode: 383040 

One tap mobile +19292056099,,87208849528#,,,,,,0#,,383040# 

 

Join by phone:  1-312-626-6799

Joining Instructions:  Joining instructions

 

Speaker:  Martin Flaxman, J.D. 
Windsor Insurance Associates, Inc. 

VP Business Development

 

 

Topics that will be covered:

1.      Summary of current estate and gift tax exclusion rules,

2.      Historical summary of applicable federal rates as compared to current limits,

3.      Impact of asset investment returns and term repayment durations on amount of possible loan,

4.      Sample cash flow example, and

5.      Gift vs intra-family loan.

 

Bio:  Martin Flaxman started his career with a small law firm in Milwaukee, Wisconsin. After 3 years in private practice, he entered the financial services industry and never looked back.  For the last 35 years, he has been providing sales and marketing support for life insurance professionals.  A former Sales and Brokerage Manager for The New England’s leading general agency, Martin also spent 10 years as the New York City General Agent for Hartford Life Insurance.   Growing tired of large corporations and after a brief tenure as the Director of Advanced Planning for a major M Group firm, Martin joined Windsor Insurance, a life insurance brokerage general agency.  The business objective of Windsor Insurance is simple, provide a level of support that allows any life broker an opportunity to compete and succeed in what is the most competitive sales environment life professionals have ever experienced. 

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