Financial Underwriting from Beginning to End
Mike Sprengel, CPA, FLMI

 

In this session, Mike will cover a wide variety of financial underwriting topics ranging from juvenile coverage to estate planning. Some discussion around how to underwrite when dynasty trusts are involved, business valuation concepts, and a closer look at a 'simple' income replacement coverage case will be highlighted. Mike hopes to put fun back into "Funancial Underwriting".