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September 10, 2021 NAIFA Meeting
“Insuring a Private Foundation’s Financial Future”
Presented by: Jeffrey D. Haskell, J.D., LL.M., Chief Legal Officer; Foundation Source
Sponsored by: Mutual Reverse Mortgage - - Homa Rassouli
This presentation by Jeffrey Haskell, chief legal officer of Foundation Source, will highlight strategies and unique, foundation-specific compliance guidelines for incorporating a life insurance policy into a private foundation. It will also address the benefits of doing so for founders, heirs, and foundation board members, as well as the duties of care and loyalty that a director/trustee owes a foundation.
October 8, 2021 NAIFA Meeting
Meeting details coming soon
November 12, 2021 NAIFA Meeting 11:15am - 1:30pm
“Long Term Care Awareness Month: The 3 Ways to Plan with Clients”
Larry Moore, MBA; National Guardian Life Insurance Company
Liz Gibbons, CLTC; Nationwide Life
David Ricketts, FLMI; John Hancock
Sponsored by: Gateway Insurance Group - - Jeff Snyder
To Support LTC Awareness we are hosting 3 local and regional LTC experts. They will share the 3 ways clients are buying into this marketplace. First, Larry Moore with National Guardian Life, will discuss the traditional LTC product. Next, Liz Gibbons with a Nationwide, will discuss the hybrid approach to planning. Last will be David Ricketts with John Hancock who will show how to purchase life insurance with a LTC rider. All 3 speakers will discuss current products approved for sale in California including pricing, underwriting tips, application process and ease of doing business plus care coordination services at time of claim.