Corporate vp of advanced planning technical support - (Addison, TX)

Position responsibilities : Member Agent Support - Collaborate together with Member agents to brainstorm, consult and research on a wide variety of tax, legal, financial and sales issues. Estate Planning Case Design - Create customized and sales focused estate planning cases that specifically address a client's planning needs (including but not limited to estate tax computation (state and federal), estate planning document analysis, asset protection planning, special needs planning, non-citizen planning, charitable planning, and income tax planning). Business Planning Case Design - Create customized business planning cases that incorporate business succession planning, key employee planning and nonqualified deferred compensation planning. Financial Planning for the Registered Investment Advisor - Assist Member agents with integrating a client's estate, business and financial planning objectives by assisting with the development of financial plans, cash flow analyses and custom spreadsheet analyses.