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DTSTART:20120418T123000Z
DTEND:20120418T140000Z
LOCATION:Southfork Hotel, Plano
UID:551120120418T123000ZCreative Uses of Life Insurance
DTSTAMP:20260423T181857Z
DESCRIPTION:\nBREAKFAST MEETING\n\n\n \nWEDNESDAY, APRIL 18, 2012 \n\n\n \n(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)\n\n\n \nSOUTHFORK HOTEL\n \n\n\n(East side of US 75 just north of 15th Street)\n \n\n\nRESERVATION DEADLINE:  THURSDAY, APRIL 12\n \n(PAYMENT MUST BE IN COUNCIL’S OFFICE BY THURSDAY, APRIL 12)\n\n\n \n\n \n\n \nCREATIVE USES OF LIFE INSURANCE\n\n\n \nJIM TURNER\n\n\n \nThis course will introduce and explore the uses of life insurance through the concepts of Private Premium Finance, Creative Buy-Sell Planning, “Hyper” Funding Permanent Insurance, Private “Switch Dollar” and Advanced Gifting Opportunities for 2012.  Jim Turner, CLU, ChFC, AEP, in his 28th year with Mass Mutual, built his practice in Tyler, Texas which he currently maintains through the help of his 3 business partners.  In 2004 he took on the added responsibility as the Director of Estate Planning and Training Director for the Spectrum Financial Group in Addison.  He attained his Business Management Degree from the University of Texas at Tyler. He entered the Financial Services Industry in 1984 and has added to his Business Management Degree the Chartered Life Underwriter, Chartered Financial Consultant and Accredited Estate Planner designations.  He continues his education today as he continues the course work for the Chartered Special Needs Consultant designation and presents continuing education programs for the insurance industry, CFP’s and CPA’s on an ongoing basis.  He has been active in the Tyler Association of Insurance & Financial Professionals and the East Texas Chapter of CLU & ChFC.  He has served on the Board of Governors of the Estate Planning Council of North Texas.  \n\n\n \nContinuing education credit pending for 1.0 Hour.\n\n\n \nMembership dues do not include meals.  Credit Cards are not accepted. Please complete this form, enclose a check (payable to Estate Planning Council of North Texas) and mail to:  Estate Planning Council of North Texas, P. O. Box 38553, Dallas, TX  75238-8553.  THERE WLL BE 5 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”.  Members who have already paid in advance for all meetings for the year MUST register (you can send an e-mail to northtexasepc@yahoo.com) so we will have a count for the number of meals to prepare and number of outlines to print.\n\n\n \n\n \n\n \nMember: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15\n\n\n \n\n \n\n \nName: ________________________________________     ____$25                ___$30 ____$15\n\n\n \nE-Mail: ______________________________________\n\n\n \nPhone Number: _________________________________\n\n\n \n\n \n\n \nName: ________________________________________     ____$25                ___$30  ____$15\n\n\n \nE-Mail: ______________________________________\n\n\n \nPhone Number: _________________________________\n\n\n \n\n \n\n \nName: ________________________________________     ____$25                ___$30  ____$15\n\n\n \nE-Mail: ______________________________________\n\n\n \nPhone Number: _________________________________\n\n\n \n\n \n\n \nNOTE:  WALK-IN PRICES ON DATE OF MEETING:  Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20\n\n\n \n\n \n\n \nPATRON:  We would like to thank the following patron for their support:  The Catholic Foundation\n\n\n \nIs your organization interested in sponsoring a meeting?  Contact Teresa (214-340-8020) for more information.\n\n\n \n\n\n
SUMMARY:Creative Uses of Life Insurance - Estate Planning Council of North Texas 
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DESCRIPTION:Reminder
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