Presentation with the National Business Institute

The Art of Life Insurance: Growing, Preserving and Transferring Wealth
Recorded: September 24, 2009

Program Description
Life insurance is an essential piece of most high net worth client's financial profiles. During this live webcast, Igor Zey explores all aspects of life insurance from the types of policies, carrier information to sophisticated tools. Mr. Zey describes how life insurance planning is applicable in estate planning, income strategies and charitable planning using the actuarial arbitrage technique. Mr. Zey discusses other current life insurance topics such as life insurance in divorce issues, premium financing and life settlements.

Course Content
Life Insurance Products
What to Ask the Agent About Products?
Actuarial Arbitrage
The Strategy
Types of Insurance/Annuity Straddles
Estate Planning Strategies
Income Strategy
Charitable Planning and Strategies
Roles of Life Insurance in Divorce Planning
Initial Planning Considerations in Divorce Planning
Premium Financing in Today's Market
Life Settlements in Today's Market
Q&A