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DTSTART:20250501T170000Z
DTEND:20250501T183000Z
LOCATION:Doubletree Campbell Centre
UID:2601520250501T170000ZA Guide to Life Insurance Products and Their Risk Characteristics
DTSTAMP:20260625T042406Z
DESCRIPTION:\nREGISTRATION IS CLOSE FOR THIS EVENT\n \nNO EXCEPTIONS\n \nWALK-INS ARE NOT GUARANTEED A MEAL\n \nCASH OR CHECK AT THE DOOR\n \n($37-Member; $50-Guest; $25-Program Only)\n \n \n \nLUNCHEON PROGRAM\n \nTHURSDAY, MAY 1, 2025\n \nDOUBLETREE HILTON (CAMPBELL CENTRE)\n \n8250 North Central Expressway, Dallas\n \n(Lunch is served Noon-12:30; Program 12:30-1:30 P.M.)\n \nREGISTRATION DEADLINE: APRIL 22, 2025 (5:00 P.M.)  \n \nREGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE\n \nA GUIDE TO LIFE INSURANCE PRODUCTS \n \nAND THEIR RISK CHARACTERISTICS\n \n\n \nLAWRENCE BRODY\n \n Sponsored by Saville\n \n\n\n\n \n\n\n\n \n\n\n\n \n\n\n\n \nThis 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.\n \nLawrence 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.\n \nThere 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.   \n \nPlease 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 (receipt will not be sent to a 3rd party).  \n \nWE 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\n \nIMPORTANT: PLEASE READ BELOW!\n \nTHE CONTINUING EDUCATION SUBMISSION LINKS  ARE DISPLAYED IMMEDIATELY WITH THE REGISTRATION CONFIRMATION. SIGN-IN SHEETS WILL NOT BE AVAILABLE AT THE MEETING. SUBMIT ATTENDANCE AFTER THE MEETING WITH THE LINKS. SUBMISSION DEADLINE: 5/6/25. RECOMMENDATION: SAVE THE LINKS IN A FILE FOR EASY ACCESS.\n \nPLEASE NOTE SPECIAL MEAL REQUEST IS NOT AVAILABLE FOR THIS MEETING\n \n \n
SUMMARY:A Guide to Life Insurance Products and Their Risk Characteristics - Dallas Estate Planning Council 
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