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Lincoln ONEmeeting: Individual & Estate Planning Tax Overview

March 6, 2018 @ 12:00 PM - 1:00 PM

[You’re Invited] ONEmeeting: Individual & Estate Planning Tax Overview

Don’t miss the opportunities we’ll review on our next ONEmeeting.

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Lincoln ONEmeetingSM

Take the Lead

Individual & Estate Planning Tax Overview

Tuesday, March 6, 2018 | 1:00 – 2:00 p.m. ET

Individual & Estate Planning Tax Overview

The Tax Reform Act of 1986 was a bi-partisan bill that took almost three years to write and pass. The Tax Cuts and Jobs Act of 2017 was… how shall we say… a slightly different process. The result? The entire economy is learning how this law applies to them.

Lincoln is here to help.

Andy Friedman from The Washington Update showed us the Big Picture on February 20. Watch the replay.

On March 1, Chip Chatlain from Advanced Sales and members of the Business Insurance Solutions team will discuss the potential impact to businesses and business-related life insurance planning opportunities. Register today.

And on March 6, join Steve Sabol, Competitive Market Solutions Creative Director, and his guests for the March Lincoln ONEmeetingSM to learn how the Tax Cuts and Jobs Act of 2017 provides individuals unique life insurance and LTC planning opportunities for retirement and estate planning.

ONE big idea: Life insurance planning for individuals in the new tax environment

DC update: Continued dissection of the Tax Cuts and Jobs Act of 2017

ONE sales idea of the month: Re-evaluating life insurance needs through an LTC lens

Underwriting advantage: Life insurance with Hepatitis C

NOW what?: Implement these ideas into your business and practice NOW

ONEmeeting Archive

Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates, including broker-dealer/distributor Lincoln Financial Distributors, Inc., Radnor, PA, and insurance company affiliates The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Affiliates are separately responsible for their own financial and contractual obligations.


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Lincoln Financial Group
150 N. Radnor-Chester Road
Radnor, PA 19087

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March 6, 2018
12:00 PM - 1:00 PM
Event Category:


Lincoln Financial Group
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