Session date and time May 2, 2023 1:45 - 2:45 p.m.
This session will inform financial professionals on the benefits of combining trust and variable annuity planning. Several common questions regarding trusts and annuities will be addressed to help clarify any confusion about using a variable annuity as an investment for a trust. Multiple case studies will be presented demonstrating how a variable annuity as a trust investment can help with both tax planning and tax-efficient distribution. The session also will address how annuity-guaranteed benefits can be combined with trust planning to provide multigenerational wealth transfer strategies.
ACE Academy 2023 April 30-May 3, 2023 San Diego, CA
Nathan Lew is a director in the Advanced Markets Group at Equitable. Lew has more than 20 years of expertise in the insurance and financial services industry and provides leadership in the areas of retirement income planning, tax planning and estate planning. Lew is a frequent speaker who educates financial professionals on complex financial planning strategies to improve their clients’ situations and consults with tax professionals, attorneys and wholesalers to facilitate sales with advanced markets situations. He also is responsible for developing timely and relevant marketing materials and presentations that support the sale of variable annuities through advanced markets strategies. Lew graduated from the University of California, Irvine with a bachelor’s degree in history and earned an MBA from the Paul Merage School of Business. He is a Certified Financial Planner™ professional and holds the Chartered Life Underwriter (CLU®), Retirement Income Certified Professional (RICP®) and Chartered Financial Consultant (ChFC®) designations awarded through the American College. Lew is a Fellow of the Life Management Institute and holds FINRA Series 7, 6, 63 and 26 licenses, as well as the Colorado Life license.
