11:30 – 12:00, Greg Reese
Session Information:
The Deferred Sales Trust – Foolproof strategy for adding significant assets under management and attracting new H.N.W. clients
- Help clients exit a business or real property, defer taxes, bring in new assets under management
- Expand your network of business partners who refer you business!
Greg Reese
Greg Reese is the Founder, President and CEO of AmeriEstate Legal Plan, Inc. and Reef Point, LLC. He has more than 25 years of experience in Estate Planning, Asset Protection Planning and Tax Deferral Strategies, combined with his prior experience of 15 years as a financial advisor and investment real estate broker.
Today Greg will be presenting a unique strategy for marketing to H.N.W clients and adding significant new assets under management.