CANCELLED Private Placement Insurance
THIS EVENT HAS BEEN CANCELLED
Registration is Closed for this Event
WEDNESDAY, FEBRUARY 17, 2021
NOTE TIME: 8:00 a.m.
Registration Deadline: FEBRUARY 10 (5:00 p.m.)
PRIVATE PLACEMENT LIFE INSURANCE
Sponsored by Bank of Texas
The United States income tax structure is teetering on future unprecedented changes. The national debt is at record levels, and presumably, income taxes will need to increase to offset this debt burden. Further, the estate tax exemption is set to revert to 2017 levels in 2026 (adjusted for inflation). It is possible it may decrease even further. The high net worth individual and their advisors must be proactive in planning for both the current income tax (federal and state) and future estate tax implications. Private Placement Life Insurance (PPLI) is a versatile planning tool for the high-net-worth client to mitigate, and in some cases, illuminate taxes related to investment income taxes and estate taxes. PPLI is a product that is afforded outstanding tax benefits through the Internal Revenue Code that can serve in a traditional role of implementing planning strategies that reduce taxes at death but is well served for the more immediate issues of investment and income tax planning. As an investment and income tax planning tool, PPLI enables continued access to sophisticated investment strategies, yet reduces income tax liabilities by permitting such investments to grow income tax-free. Bob Chesner leads the firm’s insurance and investment oversight practice. Drawing on his extensive expertise and experience as a finance and insurance executive, Bob assists high net worth individuals and family offices in the design and implementation of domestic and international life insurance and annuity structures, consults on their property, casualty, and liability needs, and oversees the marketing and development of the firm’s insurance practice. He also consults with firm clients about the implementation, reporting, and analysis aspects of their investment portfolios as well as all other non-investment risk management matters. Bob serves as President of Edgewater Consulting Group, Ltd., a GBGR affiliate that provides a comprehensive post-sale service platform to insurance professionals in the private placement life and annuity marketplace. However, neither GBGR nor Edgewater Consulting Group, Ltd. is an insurance broker or registered investment advisor. Bob is also the firm’s Chief Operating Officer. In this role, he leads and oversees all of the operational, administrative, and financial functions of the firm.
Continuing education credits approved for State Bar, CPA, CFP (Insurance pending). The handout will be available on the website under the document library a few days prior to the presentation.
This presentation will be offered as “Program Only” for members ($10) and non-members ($20).
Register with the link below.
After registration closes, an additional email (check spam folder too) will be distributed to the registrants regarding access instructions to the online presentation and continuing education credits. If someone is registering for you, please be sure YOUR EMAIL ADDRESS is listed in the RSVP form. REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE. ONLY THOSE WHO REGISTERED BY THE REGISTRATION DEADLINE WILL RECEIVE THE LINK TO THE LIVE WEBINAR PRESENTATION. THERE ARE NO EXCEPTIONS.
We would like to thank the following Sponsors for their support for 2020-2021: Argent Trust, Armanino, Bank of Texas, Communities Foundation of Texas, Frost Bank, Glast Phillips & Murray, Leu & Peirce, Lindquist Eisenberg LLP, North Dallas Bank & Trust, PlainsCapital Bank, Merrill Lynch (The Maynard Group), Regions Bank, Texas Bank & Trust, The Catholic Foundation and Value, Inc.
PAYMENT IS REQUIRED TO ATTEND THIS MEETING
TO PAY VIA CREDIT CARD: follow these instructions:
Scroll down to “Register Now”
CLICK on “REGISTER NOW”
Complete the contact information
- Payment Method: click “Credit Card or PayPal”
- REMEMBER TO FINALIZE PAYMENT THRU PAYPAL – YOU MUST COMPLETE THE STEPS BELOW FOR PAYMENT
- Click “Pay Now”
- “Pay with Debit or Credit Card”
- “PayPal Guest Checkout”
- “Pay Now”
- PLEASE NOTE: YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION – PLEASE PRINT FOR YOUR RECORDS