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Family Trust Assets
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07/24/14
In Private Letter Ruling 201429009 (released July 18, 2014), the Internal Revenue Service concluded that the value of assets held in a family trust aren’t includible in a decedent’s gross estate, exce …


Life insurance in retirement income planning
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07/24/14
If Social Security retirement benefits and systematic savings withdrawals comprise a couple’s entire income, they’re at risk for a significant income drop when one spouse dies.


Longevity Presents Opportunities For U.S. Life Insurers
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07/24/14
Fear of outliving one's accumulated wealth could spur significant growth during the next 10-20 years in the U.S. individual longevity market, giving life insurers the opportunity to tap into it. And i …


Social Security, Retirement Savings Would Benefit From Closing Gender Pay Gap
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07/24/14
Closing the gender pay gap would have a direct effect on a woman’s Social Security benefits and her ability to save for retirement, according to research released by Social Security Works in conjuncti …


RECENT AND UPCOMING EVENTS

Jul 30, 2014 Sponsored Education Online
Free to Members
New Reasons for Annual Valuations and Life Settlements
Snow D. Inocencio
Life settlements as one solution for asset protection
Sponsored by The Lifeline Program


Aug 14–
Aug 15, 2014 Clinic
Clinic for Advanced Professionals
An in-depth educational meeting on issues of high importance to financial professionals.


Aug 20, 2014 Audio/Web Conference
TBD
Topic - Defined Benefit Plans. Details coming soon.


Aug 26, 2014 Audio/Web Conference
TBD
Topic - Eventually Every Business Changes Hands: Are You Ready? Details coming soon.


Sep 09, 2014 Sponsored Education Online
Free to Members
TBD
Topic - Retirement Income Distribution. Details coming soon.
Sponsored by Securities America.


Sep 18, 2014 Sponsored Education Online
Free to Members
Fully Insured Plans
Ernie Guerriero, CLU, ChFC, CEBS, CPCU, CPA
Discussion of issues surrounding fully insured plans
Sponsored by Guardian


Sep 24, 2014 Sponsored Education Online
Free to Members
TBD
The Social Media Black Book: 7 Little Secrets Every Advisor Needs To Know To Explode Your Business. Details coming soon
Sponsored by Hello My Name is, LLC


Oct 07, 2014 Sponsored Education Online
Free to Members
TBD
Topic - Charitable Remainder Trusts. Details coming soon
Co-sponsored by the American Cancer


Nov 19, 2014 Video Teleconference
TBD
Strategies and products to offset market fluctuations


Jan 18–
Jan 22, 2015 Arizona Institute
2015 Arizona Institute

The Institute is a unique learning experience—4 days of intensive, in-depth education in a small classroom environment.


May 14–
May 15, 2015 Clinic
TBD
An in-depth educational meeting on issues of high importance to financial professionals.


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