DALLAS ESTATE PLANNING COUNCIL

THE RESERVATION DEADLINE FOR THIS MEETING HAS PASSED. 

WALK-INS ARE WELCOME BUT WILL NOT BE GUARANTEED A MEAL.

BREAKFAST MEETING

THURSDAY, MARCH 7, 2013

(Breakfast served 7:30-8:00 a.m.; Program 8:00-9:00 a.m.)

BENT TREE COUNTRY CLUB

5201 Westgrove Drive, Dallas, TX  75248 (972-931-7326)

FOLLOW DIRECTIONS BELOW:

Tollway South: Exit Trinity Mills, Turn Left on Westgrove, Left on Club Hill Drive

Tollway North: Exit Keller Springs/Westgrove, Turn Right on Westgrove, Left on Club Hill Drive

RESERVATION DEADLINE: THURSDAY, FEBRUARY 28  (IN COUNCIL’S OFFICE)

Life Insurance Product and Carrier Selection

 When Evaluating Insurance Solutions for Estate Planning
WAYNE TONNING

With the evolution of life insurance products, low interest rates, equity market volatility, and regulatory changes, the knowledge required in managing and servicing in-force blocks of life insurance and the importance of selecting appropriate carriers and products for purchases of life insurance has increased tremendously.  This session will offer practical insight into the review criteria for:  Product selection: (1) The strengths and challenges of different product types, including the newest product types of no-lapse guarantee universal life and indexed universal life; (2) The economic impact of low interest rates and equity market volatility on carriers, product performance, and product demand;  Carrier selection: (1) In-force management track record; (2) Financial strength ratings; and (3) Underwriting, capacity, and service.  In addition, this session will provide an overview of best practices in the valuation of a life insurance policy for transfer purposes. Wayne Tonning, FSA is Director of Product Management at M Financial Group and has more than two decades of experience with the company.  In his current position with the M Product Management team, Wayne plays a lead role in M Financial’s Due Care initiatives, conducting competition and product studies, managing M Financial’s Due Care analysis, and participating in the development of new products.  He also contributes to M Financial’s in-force management activities, a critical component of the company’s client advocacy strategy.  Prior to joining M Financial’s Product Management team, Wayne spent 12 years implementing and managing reinsurance arrangements for M Financial Re, M Financial’s reinsurance company.  Wayne is a primary author of M Due Care Bulletins and other related materials.  Additionally, in 2011 Wayne co-authored The Advisor’s Guide to Life Insurance; a comprehensive resource that provides insight on the purchase, fundamentals, applications, and maintenance of life insurance products.

1 hour of continuing ed credit pending for State Bar, Texas Department of Insurance, CPA and CFP.

Note:  Paid membership dues do not include meals.  To register for the meeting, complete the form below, enclose a check (payable to Dallas Estate Planning Council) for the respective amount (indicated below) and mail to: Dallas Estate Planning Council, P.O. Box 38553, Dallas, TX  75238-8553. You may register online with a credit card payment on the website: go to www.dallasepc.org. Go to “Next Meeting” on the left column and click on “Event Details”, scroll down to the bottom of the page and register.  If you need a receipt, print out the confirmation page.  RESERVATION DEADLINE – THURSDAY, FEBRUARY 28.

PREPAID MEALS:  Members who have already paid in advance for all meetings for the year MUST register so we will have a count for the number of meals to prepare and number of outlines to print (you can send an email to dallasepc@yahoo.com).  THERE WILL BE 10 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”.  NO CREDIT CARDS ARE ACCEPTED AT THE DOOR, CASH OR CHECK ONLY.

Member: $37 (includes meal and program); Guest: $60 (includes meal and program);*Member-Program Only: $25 (*ONLY MEMBERS may choose “program only” for $25).  

Name: ________________________________________     ____$37                ___$60  ____$25 (Member-Program Only)

E-mail: ________________________________________

Phone No: _____________________________________

Name: ________________________________________     ____$37                ___$60  ____$25 (Member-Program Only)

E-mail: ________________________________________

Phone No: _____________________________________