Cruise Control - not an option Life Insurance Policies - assets that need managing
Cost: Members $25, Guests $50
Speaker: Michael Tessler
Topic: Cruise Control - not and option Life Insurance Policies - assets that need managing
About the talk:This presentation will provide attendees with practical tips for understanding and managing both term and permanent life insurance plans. The discussion will focus on current interest/dividend rates and the potentially devastating impact of the current, low interest rate environment. While the information is important for individual policy owners, it is critical for those acting in a fiduciary capacity, such as trustees and corporate owners.
For information regarding program complaint or cancellation policies, please contact our offices at 314-520-3564.
Members will register by accepting the electronic invitation. If you are unable to attend please decline the electronic invitation.
Estate Planning Council of St. Louis is a registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
Learning Objectives: Upon completion of this course, attendees should be able to recognize the need to review in force life insurance policies and feel more comfortable recognizing plans that may need updating or are in jeopardy. Attendees should come away with a better understanding of how to manage both term and permanent plans to achieve best possible results.
Deliver Method: Group-live setting
Earn 1 CPE credit for this session
Field of Study: Specialized knowledge and applications
Program Level: Intermediate
Who should attend? Those who asked to provide input about life insurance and/or act as a trustee, corporate owner or other fiduciary.
Speaker bio:MICHAEL TESSLER
With over two decades of wealth transfer, wealth protection and managerial experience, Michael is a sought after resource by financial advisors all over the country. With experience in the home office and the field, his perspective and understanding of the life insurance business is broad. Today, Michael serves as the president at Brokerage Unlimited, Inc., a firm that assists financial service professionals with the implementation of wealth transfer and wealth protection strategies, frequently utilizing life insurance, long term care insurance and annuities.
Michael’s articles and comments have appeared in Broker World, Life Insurance Selling, The National Underwriter, the St. Louis Post Dispatch and a variety of other publications. He has spoken to thousands of insurance advisors, financial planners, stockbrokers, accountants, etc. about various life insurance topics. He regularly shares implementation strategies with the advisors who work with BUI. Michael also volunteers his time to charities, assisting them with the management of life insurance plans and procedures for accepting life insurance policies as gifts.
He served on the board of directors of LifeMark Associates, Inc., LifeMark
Partners, Inc., the National Association of Insurance & Financial Advisors
(NAIFA) – both the St. Louis Chapter and the State of Missouri, and the Life
& Health Foundation for Education (LIFE). Michael was awarded the NAIFA-St. Louis 2008 Silent Hero award for service to NAIFA and the community and in 2009, Michael was honored by becoming the namesake for the NAIFA St. Louis Silent Hero award, now known as the Michael Tessler Silent Hero Award. He is a past president of LIFE, Inc., the past president of NAIFA-St. Louis and a past Chairman of the Board of Directors of the National Association of Independent Life Brokerage Agencies (NAILBA).