Insurance Estate Planning Techniques

Date: Thursday, October 6, 2022
Time: 5:00pm - 7:30pm
Location: Weber's Inn - 3050 Jackson Ave, Ann Arbor, MI 48103
Speaker: David R. Foster, J.D., AEP, CLU, ChFC & CAP - Senior Director, Advanced Markets & Solutions - Allianz

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Over 25 years in the financial services industry, advising clients and supporting advisors on complex life insurance strategies, estate planning, executive compensation, business succession, charitable planning, and retirement planning.


  • Focused on building out advanced marketing strategies and capabilities, including content development and internal trainings.
  • Assists in the development of our advanced marketing demonstration capabilities.
  • Supports underwriters on cases involving complex life insurance strategies.
  • Participates in speaking engagements and virtual presentations for FMOs.
  • Provides case design support for advisors.
  • Assists in the development of our premium financing and foreign nationals programs.
  • 10 years as an independent planned-giving consultant for charitable organizations and six years as a financial/life insurance advisor.
  • Author of two books.

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