Life Insurance with Higher Exemption Levels
REGISTRATION IS CLOSED FOR THIS EVENT. PLEASE SEE BELOW FOR WALK-IN DETAILS
THURSDAY, MARCH 5, 2020
***PLEASE NOTE LOCATION***
6524 Alpha Road, Dallas, Texas
(Breakfast is served 7:30-8:00 a.m.; Program 8:00-9:00 a.m.)
RESERVATION DEADLINE: PAYMENT MUST BE RECEIVED BY FEBRUARY 26 (5:00 P.M.) TO GUARANTEE A MEAL
LIFE INSURANCE WITH HIGHER EXEMPTION LEVELS
Sponsored by Texas Women’s Foundation
Life insurance policies are designed to help accomplish the client’s objectives; they are not, in themselves, the plan. So, when plans are updated, clients should also review their life insurance policies. Many of our clients purchased life insurance policies to meet specific needs that have gone away as the environment has changed. What should they do with those policies? How might that same policy help them accomplish other significant objectives? This session will identify options for those clients, ways advisors can help those clients think through their alternatives, and present case studies to help advisors better identify their specific clients who could benefit from a conversation. Greg Holmgren is the Advanced Agent Development Officer for New York Life Insurance Company. He leads a team that works with top agents, their clients and their clients’ professional advisors to enable these clients to overcome planning obstacles and achieve their specific financial goals. As a sought-after platform speaker, Greg speaks to audiences around the country on financial strategies and key planning issues that can impact their lives. With over 36 years of insurance industry experience -- 33 with New York Life -- he brings a wealth of insightful and relevant knowledge to every situation. Greg holds a B.A. degree from Wheaton College in Wheaton, Illinois.
There is continuing ed credit pending for this presentation. The program handouts are paperless. The handout will be available to download on the website (Document Library) a few days prior to each meeting. YOU may print the handout if you prefer to have a handout at the meeting.
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: scroll down to the bottom of the page and register. LOG IN IS NOT REQUIRED TO REGISTER. If you need a receipt, print out the confirmation page.
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. PREPAID MEMBERS MUST REGISTER ON THE WEBSITE BY THE DEADLINE - scroll down to the bottom of the page and register.
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”. CREDIT CARDS ARE NOT ACCEPTED AT THE DOOR, CASH OR CHECK ONLY. Member: $37 (includes meal and program); Guest: $50 (includes meal and program);*Member-Program Only: $25 (*ONLY MEMBERS may choose “program only” for $25; $20 - GUEST - Emerging Professionals – FIRST MEETING (includes meal/program-MUST be 40 years of age or younger or less than 5 years in respective discipline – MUST REGISTER BY THE DEADLINE)
____$37 ___$50____$25 (Member-Program Only) ____$20 (GUEST EP-First Meeting Only)
Phone No: _____________________________________
WE WOULD LIKE TO THANK OUR MEETING SPONSORS: ARMANINO LLP, BESSEMER TRUST COMPANY, CARTER FINANCIAL MANAGEMENT, CLIFTON LARSON ALLEN, COMMUNITIES FOUNDATION OF TEXAS, TEXAS WOMEN’S FOUNDATION, FROST BANK, HIGHGROUND ADVISORS, JACKSON WALKER, MERRILL LYNCH – THE MAYNARD GROUP, PARKLAND FOUNDATION, QUEST CAPITAL MANAGEMENT, THE CATHOLIC FOUNDATION AND TOLLESON WEALTH MANAGEMENT. IT IS THE SPONSORS WHO MAKE POSSIBLE THE SOCIAL EVENTS AND PROVIDING EXCELLENT SPEAKERS.IN ADDITION, WE WOULD LIKE TO RECOGNIZE THE PATRONS: BISIGNANO HARRISON & NEUHOFF, CARTER MALOUF – PRIVATE JEWELER, MERRILL WEALTH MANAGEMENT, DAVIS STEPHENSON, GLAST, PHILLIPS & MURRAY, GOLDIN PEISER & PEISER, HERITAGE AUCTIONS, PLAINSCAPITAL BANK, PROBITY ADVISORS, INC., SIGNET ART, SOUTHERN WEALTH MANAGEMENT AND STOUT. THE PATRON PROGRAM PROVIDES ADDITIONAL FUNDS TO SUPPORT THE COUNCIL’S ACTIVITIES.