Qualifications
Kevin Lynch
Retirement & Estate
Planning Specialist
- Registered to sell Mutual Funds & Variable Contracts in New Jersey,New York, Pennsylvania, Massachusetts & Florida
- FINRA Series 6, 63 & 65 Licenses
- Life, Health, Variable and Long-Term Care Insurance Licensed in New Jersey,New York, Pennsylvania, Massachusetts & Florida
Board Certification in Estate Planning
Mr. Lynch is Board Certified in Estate Planning by the Institute of Business and Finance. The Board Certified in Estate Planning (BCE) designation is conferred upon candidates who complete an intensive year- long graduate school level program, designed to educate the advisor on every aspect of estate planning and taxation. Unlike other estate planning programs, the BCE course includes the postmortem experience. It is during this period of grief and anxiety that Mr. Lynch can provide added service and expertise to his clients.
In the next 20 years, executors and trustees will manage the transfer of more than $4.8 trillion in wealth from one generation to the next. To meet this pressing need and increased demand in the marketplace, Mr. Lynch is educated in a wide range of topics including separate property, wealth tranference, pay-on-death accounts, estate and gift tax reduction strategies, various types of trusts, children from a previous marriage, consequences of divorce, separation and remarriage, disinheritance options, liquidity planning, probate, and after-death tax planning.
There are over a million people who provide estate planning advice; less than one percent of them have earned the BCE designation.
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