Using Life Insurance in your Estate Plan
Presented by:
Paul Robb, CFP, ChFC, CLU, Premium Finance Life Insurance
Topics in this presentation will include
Legacy Planning:
* Living Assets / Legacy Assets-General goal planning around asset creation and preservation
* Finding Hidden Alpha-LegacyTrax interactive software demo
Financial Engineering:
* Life Insurance Premium Financing Basics
* Legacy planning efficient frontiers-client vs carrier centered policy and portfolio design
Case studies:
* Professional / high earners
1. Qualified plan alternatives
2. Tax diversification strategies
3. Defensive strategies
* Business Clients
1. Succession planning with tax efficient "currency"
2. Want to remain a private firm? Professional practice immunization against group fractures and forced acquisitions by larger firms
3. Deductible deferred comp alternative
* Estate planning clients
1. Traditional legacy asset maximization
2. Non-conventional insurance based asset transfer planning
* Hybrid Planning case example (estate/Succession planning combined)
Wednesday,
October 11th, 2017
Location: Arizona Inn
2200 E. Elm St, Tucson, AZ, 85719
520-325-1541
FPA of Southern AZ
FPA and CFA Members $20 / Guests $30
Registration and Breakfast 7:15 AM
Speaker will speak 7:45 AM -9:30 AM
2 Hrs of CE Credits CFP, CFA & CPA (certificates of attendance upon request)
RSVP to Gerry Oldenski by Friday,
October 6, 2017 at
gerry@dynasetaz.com
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