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    Steven developed a thorough plan to meet our complicated needs with a blended family and special needs child in a timely manner. - Cheryl F.

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    Mr. Jackson made a tough process easy and painless! - Kyle M.

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    "Integrity, trust - a rare item - it's here! - Ron F.

Continuing Education Class – Overlooked Uses of Life Insurance

Posted on by steve

The Professional Education Class on Overlooked Uses of Life Insurance will be held on Wednesday, September 26, 2012, beginning at 8:00 a.m. in the Biltmore Building located at One North Pack Square, Asheville, N.C.  Steve will teach this one hour continuing education class.

Topics include:

  1. Why Life Insurance is often the most obvious, logical, and needed Part of Estate Planning.
  2. Where Life Insurance is needed with business owners.
  3. How Life Insurance comes into play with a pension.
  4. What to do if one or more adult child is in the business and the others are not.
  5. How Life Insurance relates to IRAs and retirement plans.
  6. And other current uses and reasons for Life Insurance.

Please contact us at 828-252-7300 or by emailing us at legalasst_sajatty@bellsouth.net to register for this fun, valuable, and important workshop.  The cost is $15.00 and the registration deadline is Monday, September 24, 2012.