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DTSTART:20221006T210000Z
DTEND:20221006T233000Z
LOCATION:Weber's Inn - 3050 Jackson Ave, Ann Arbor, MI 48103
UID:2338520221006T210000ZInsurance Estate Planning Techniques
DTSTAMP:20260405T223333Z
DESCRIPTION:\nBackground:\n \nOver 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.\n \nExperience:\n 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.
SUMMARY:Insurance Estate Planning Techniques - Washtenaw Estate Planning Council, Inc. 
PRIORITY:3
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DESCRIPTION:Reminder
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