Program Overview
Participate in this unique take on irrevocable life insurance trusts. Rather than being inflexible instruments, if structured properly ILITs can make ideal estate planning and lifetime income devices. Listen in and bring further value to your next client interaction.
Learning Objectives:
- The elements of how to structure this unique design
- The inherent flexibility of the strategy for today’s demanding clients
- Real-life use scenarios where this technique can be deployed
Featured Speaker:
Andrew J. Rinn, JD, CFP®, CLU, ChFC is the Vice President of Advanced Markets & Case and Competition at Ameritas, and leads a group of highly skilled and credentialed individuals. The teams specialize in providing a single source of contact for the comprehensive education, competitive product and concept needs of today’s financial professional. The team’s proficiency includes the full spectrum of business and executive benefits knowledge coupled with thought leading expertise in advanced estate and retirement planning. His own expertise includes wealth preservation, estate planning, business planning and executive benefits. He consults with insurance professionals and client’s tax advisors when appropriate to facilitate sales opportunities.
Andrew is a frequent speaker and has authored articles in Life Insurance Selling, Senior Market Advisor, National Underwriter, Finseca, and Journal of Financial Service Professionals. His speaking experience includes Forum 400, Clinic for Advanced Professionals, NAIA Performance and Purpose Forum, AALU National Meeting and LIMRA Advanced Sales Forum. He is an Associate Editor for the Journal of Financial Service Professionals.
Prior to joining Ameritas, Andrew was the Director of the Advanced Sales Center at MetLife and previously held roles at Principal Financial Group and Mutual of Omaha where he specialized in business and estate planning.
Andrew obtained his B.S. from Midland University and received honors as an Academic and Athletic All-American. He was inducted into the NAIA Athletic Hall of Fame in May of 2007.
He obtained his Juris Doctorate(JD) from Drake University Law School in Des Moines, Iowa where he was a member of the Dean’s List. After passing the Iowa Bar exam, Andrew served as an Assistant County Attorney and Iowa Assistant Attorney General before beginning his career in Advanced Markets. He has also served as the Chapter President of the Des Moines Society of Financial Service Professionals and on the National Board for the Society of Financial Service Professionals.
Professional Designations & Licenses: JD, CFP®, CLU, ChFC, Series 6, 7, 26, 66 & 63.
Registration Fee: $19
Archive: The archive recording will be available after the webinar in your FSPgo account (on the My Account tab).
CE Credits: There are no CE credits available for this program.
Time:
1:00 pm – 2:00 pm ET
12:00 pm – 1:00 pm CT
11:00 am – 12:00 pm MT
10:00 am – 11:00 am PT
