BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20190325T223000Z
DTEND:20190326T010000Z
LOCATION:The Cannery 3803 Toulouse St, New Orleans, LA 70119
UID:1679320190325T223000ZThe Insurance Policy has Cratered - How to Advise the Client Now/Looking into a Crystal Ball - What Happens to the Doubled Lifetime Exclusion?
DTSTAMP:20260415T001938Z
DESCRIPTION:\nAll You Ever Wanted to Know About What You’ve Been Pitched by the Insurance Guys: A Potpourri of Insurance Ideas    \n \nPrivate Placement, Premium Finance, Split Dollar – all are strategies for ultra-net worth families, but they address different objectives and different types of tax concerns.  What’s the bottom line on each?  And are they worth the effort?\n \nThe Insurance Policy has Cratered – How to Advise the Client Now\n \nSustained low interest rates and, in some cases, increased mortality charges, have created a crisis for many longtime owners of insurance policies.  What factors caused this?  What should I advise the client to do?  Why isn’t the agent helpful?  How should I make sure this doesn’t happen the next time around?  This topic would use actual case studies to address the most commonly asked questions.\n \n  \nDavid F. Byers Jr., J.D., LL.M, Managing Principal \nCapital Strategies Group, Inc. \n  \nProfessional History & Education \nAs Managing Principal of Capital Strategies, David directs the areas of \nWealth Transfer and Executive Benefits for the firm. Capital Strategies is a \nwealth preservation-focused insurance firm for ultra-high net worth \nfamilies and their companies. David has been a member of the firm for 24 \nyears. \n  \nPrior to joining Capital Strategies in 1995, David built a successful business \nand tax planning practice as a founding partner of a prominent Birmingham \nlaw firm. He began his career as an associate attorney with the \nBirmingham office of Burr & Forman LLP. \nDavid is a member of the Alabama Bar Association. He is also President \nand member of the Board of Directors of the Association of Advance Life \nUnderwriters (AALU). \n  \nActive in the M Financial Group community of member firms, he has \nserved on the Member Firm Relationship Committee (MFRC) and chaired \nthe 2014 Annual M Marketing Meeting. In 2016 David was elected to the \nBoard of Directors for M Financial. \n  \nDavid belongs to the Birmingham Rotary Club, is a member of the United \nWay Toqueville society, serves on the Board of the National Christian \nFoundation (Alabama), and is a past Chairman of the Board for King’s \nHome. He is also active in Third Presbyterian Church as a Member of \nSession. \n  \nDavid worked to make education in Alabama better by serving for 16 years \non the Alabama State Board of Education, the policy-making body for K-12 \nand Board of Trustees for the Community College System, often as \npresiding officer. \n  \nDavid holds a B.A. in English and Political Science from the University of \nAlabama at Birmingham. He received a J.D. from the Cumberland School of \nLaw at Samford University and obtained an LL.M. (Taxation) from New York \nUniversity. \n  \nPersonal/ Interests \nDavid and his wife, Karen, have three children, and in his off time he enjoys \npolitics, reading, wing shooting, and college football.
SUMMARY:The Insurance Policy has Cratered - How to Advise the Client Now/Looking into a Crystal Ball - What Happens to the Doubled Lifetime Exclusion? - New Orleans Estate Planning Council 
PRIORITY:3
BEGIN:VALARM
TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR