Wealth Transfer is an Art. The Private Annuity is the Technique
Code: 7012_37
Price: $9.95
Tim Taylor, Former Founder/ Executive Director of the National Institute of Certified Estate Planners, Tim has spent over 20 years in the financial services field holding various securities and insurance license, as well as a Registered Investment Adviser. He has also held the professional designations of CLU, ChFC, CEP, and Master Certified Estate Planner. Tim has an undergraduate degree in business and economics from Ball State University and 2 years of graduate work towards a MA/Phd in economics from Indiana University, where he later taught as Ad Hoc faculty.
In 2003, he started the National Institute of Certified Estate Planning (NICEP), a not for profit organization for educating and support professionals that want to become certified in estate planning. As president and executive director, he re-developed the CEP (Certified Estate Planner) education and taught the course all over America. Tim enjoys teaching everything from basic wealth preservation and transfer rules as well as advanced strategies in asset protection and leveraged wealth.
He is now, through the Estate Planning Schools of America, taking the next step in creating one day mini schools on the best advanced planning concepts briefly covered in the CEP course. He believes that this approach to education is what the financial, legal, and accounting professionals are really looking for. This focused and thorough one day study of just one strategy at a time, and how to use it in their practice, is the key to making learning truly profitable
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