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DTSTART:20160314T223000Z
DTEND:20160315T010000Z
LOCATION:The Cannery-3803 Toulouse St, New Orleans, LA 70119
UID:1235320160314T223000ZAdvising Clients in Selecting Life Insurance Carriers
DTSTAMP:20260502T102950Z
DESCRIPTION:\nWAYNE E. THOMAS, CLU, ChFC, AEP, CAP\n \nPrincipal in Thomas Financial Group, LLC\n Jesuit High School Honor Graduate 1969 - B. S. in Economics, major in Insurance, Wharton School, University of Pennsylvania 1973 - Chartered Life Underwriter designation, American College 1983 - Chartered Financial Consultant designation, American College 1997 – Accredited Estate Planner designation, NAEPC 2015 – Chartered Advisor  in Philanthropy, American College New York Life Agent for 46 years Million Dollar Round Table 40+ years (prior Top of the Table and Court of the Table) \n \n Insurance Industry Involvement: New Orleans Estate Planning Council, Past-President New Orleans Chapter of Society of Financial Service Professionals, Past-President Louisiana Life Underwriters Association, Member-of-the-Year 1993 and 2014 Louisiana Life Underwriters Association, Past Legislative Chairman NAIFA’s Leadership in Life Institute (LILI), Moderator New York Life Agents Reinsurance Corp. Board, President-Elect Association for Advanced Life Underwriting (AALU), Member The Nautilus Group, Member \n \n Community and Church Involvement: East Jefferson General Hospital Board, Past Chairman East Jefferson General Hospital Foundation Board, Past Chairman Fair Grounds Corporation, Past Board Member St. Elizabeth Ann Seton Parish Finance Committee, School Board, Parish Council, Past Chairman of each Manresa Retreat House Board, Past President Manresa Retreat House Group 43A, Captain Kenner Discovery Health Sciences Academy Charter School, Board Member/Treasurer Jesuit High School Planned giving Committee, Member American College President’s Inner Circle, Member \n \n Lecturing and Writing: Over nearly 35 years, Wayne has spoken or moderated courses to dozens of life insurance agent groups, Estate Planning Councils, and Attorney and CPA Continuing Education  courses Author of Split Dollar Section of the MDRT Reference Manual (1989) CPE Course on “How to Read Life Insurance Illustrations” (1990s) “Life Insurance, Estate Planning, and Mortality” – a lecture series on what non-insurance professionals need to know to advise their clients about life insurance.  Presented to Loyola University Law School Institute for Continuing Legal Education and to the New Orleans Estate Planning Council, University of New Orleans, Executive MBA Program (2002 to present) \n \n Wayne and his wife Roni have three children and three grandchildren.  They live in Kenner, Louisiana.  Wayne practices in Louisiana, Mississippi, Alabama, Texas, California and Montana.
SUMMARY:Advising Clients in Selecting Life Insurance Carriers - New Orleans Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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