"The Perfect Storm, Again"
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Scott C. Grove, CRIA
Managing Partner
Capstone Partners Financial and Insurance Services, LLC
A Member of the MassMutual Financial Group
Scott leads the MassMutual Brokerage Operations focusing on advanced life insurance planning and is a joint work specialist who provides consulting to individual brokers on advanced planning matters across the country. Scott's strengths are delivering solutons to maximize efficient tax and estate planning strategies along with the accumulation and transfer of wealth. He and his team provide proprietary insurance-based solutions and are the premier independent corporate trustee advisory practice in the life insurance industry as measured by assets under managment of trust accounts and the total number of families served.
Scott's involvement in the advanced life insurance arena, whether as a back office or point of sale, include but are not limited to affluent families, closely held business owners, executives, professional athletes and entertainers.
Scott's industry achievements include being a perennial Management Council qualifier and being recognized as a "Who's Who under 40". He is a member of AALU and various estate planning councils around the country.
Topic: "The Perfect Storm, Again"
Scott will discuss estate planning around the proposed estate tax limitation amounts and the law changes taking effect in January 2022 with IRC 7702.
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