A Guide to Life Insurance Products and Their Risk Characteristics
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LUNCHEON PROGRAM
THURSDAY, MAY 1, 2025
DOUBLETREE HILTON (CAMPBELL CENTRE)
8250 North Central Expressway, Dallas
(Lunch is served Noon-12:30; Program 12:30-1:30 P.M.)
REGISTRATION DEADLINE: APRIL 22, 2025 (5:00 P.M.)
REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE
A GUIDE TO LIFE INSURANCE PRODUCTS
AND THEIR RISK CHARACTERISTICS
LAWRENCE BRODY
Sponsored by Saville
This presentation will review the major general types of life insurance policies being purchased today, including both term insurance and especially permanent insurance.For each type of policy, the presentation will focus on its characteristics and how it may be similar to or different from other types of policies being purchased today.Finally, the presentation will focus on permanent life insurance policies and their under-understood and under-appreciated investment risks.Those investment risks run the gamut from very little or none borne by the insured to total investment risks borne by the insured.The presentation will also provide some guidance as to how to help insureds evaluate the investment risks in policies that are considering and, just as importantly, how to monitor the policies they already own.
Lawrence Brody is Senior Counsel at Harrison LLP, resident in its St. Louis office and is a member of the Missouri bar. He retired as an Adjunct Professor at Washington University School of Law, after fifty years of teaching Estate Planning and Drafting. He is a visiting Adjunct Professor at the University of Miami Law School, teaching a course on Life Insurance. He is the author or co-author of numerous articles and books on the use of life insurance in estate and employee benefit planning, including two BNA Tax Management Portfolios, two books for the National Underwriter Company, and a number of volumes in the ABA Insurance Counselor Series.
There is continuing ed credit pending for this presentation. The presentation will be posted on the website document library a few days prior to the presentation.
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WE WOULD LIKE TO THANK OUR MEETING SPONSORS: Armanino, Bessemer Trust Company, Carter Financial Management, Communities Foundation of Texas, Frost Bank, HighGround Advisors, Mercer Advisors, The Catholic Foundation, Heritage Auctions, The Dallas Foundation, Hancock Whitney Bank, Security National Bank, Saville, McBride & Associates at Merrill Lynch Wealth Management and EisnerAmper. WE WOULD LIKE TO THANK OUR PATRONS: Davis Stephenson, Argent Trust, Glast Phillips Murray Zopolsky, Stout, Carr Riggs & Ingram, View Capital Advisors, Neuhoff Hunt, Phillips, Huselton, Morgan & Maultsby, Prosperity Bank, Bank of Texas, Maus & Associates, When Pigs Fly Estate Sales & Auctions, American National Bank & Trust, Signet Art, Tarleton Law Firm and Matter Family Office, Bisignano Harrison
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