Using Quantitative Analyses in Estate Planning

Type:	Speaking Engagement
On January 16, 2012 Kenneth Masters addressed the Forum 400 in San Antonio, Texas on different ways clients can use quantitative analyses to make informed estate planning decisions. Whether comparing GRATs and sales transactions, or no lapse guarantee insurance or current assumption universal life, insurance advisors can offer clients and their advisors quantitative tools so they can make optimal decisions.

Pinnacle Financial Group
Reservoir Corporate Center
144 Turnpike Road, Suite 110, Southborough, MA 01772 P. 508.875.7431 F. 508.626.1591

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Pinnacle Pension Consultants, LLC. Pinnacle Financial Group and Pinnacle Pension Consultants, LLC are independently owned and operated.

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