Lunch & Learn at Banyan or Dial In Via (305) 695-8052

Date: Monday July 7, 2008
Time: 12:00 pm to 1:00 pm EST

Lunch & Learn at Banyan Life Financial

• Lender with appetite for ages 80- 85; females most likely will fare better
• Joe Robbie - estate tax example
• Estate tax for 2011 & beyond?
• New real estate option in combination with insurance
• New product review- annuity finance
• New product- Sequestered Carbon Credits- leveraging clients’ land in conjunction with Kyoto Protocol Agreement
• New database modeling for clients $5MM and up - turnkey lead generation with Banyan

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