Events
EquityKey 101® Webinar: Advanced Estate Planning Strategies Using EquityKey
EquityKey is a revolutionary product that converts the unknown and volatile appreciation of real estate owned by seniors into cash today, without creating debt. Learn more about the practical applications of EquityKey, including premium finance rescue, asset preservation, & wealth transfer strategies for high net worth estates.The webinar is specifically designed for Estate Planning Attorneys, CPAs and Insurance Brokers. Please click here to view a recording of the webinar.
EquityKey® 201 Webinar: Advanced Wealth Transfer Planning with EquityKey Discounts
EquityKey is a unique product that converts the uncertain and volatile appreciation of real estate owned by those over 65 into cash, without debt, that can be used for advanced planning and wealth transfer strategies. Centara Capital, working with valuation experts at national appraisal firms, has developed wealth transfer strategies that incorporate an additional level of discount using EquityKey that are above the usual blockage, minority interest, and lack of control discounts. These strategies further enhance wealth transfers free of income, estate, and gift tax for high net worth clients. Please click here to view a recording of the webinar.
