Program Description 

The primary tool that trustees and other fiduciaries use to evaluate and make decisions regarding "in-force" and potential new life insurance policies is the illustration ledger provided the life insurance company. While most advisors have a working knowledge of the fundamental aspects of a life insurance illustration such as premium schedules, cash value growth, insurance charges, changes in crediting rates, etc., there are many elements of contracts and illustrations that are not intuitive, but may have a significantly negative impact on the policy owner and beneficiaries.  This presentation walks through several actual life insurance illustrations that we have evaluated to illustrate some of these less-obvious potential pitfalls to help trustees and fiduciaries become better informed when reviewing an existing policy or evaluating the purchase of a new one.

About the Speaker: Jason Hackmann

Founded BryanMark Financial Group in 2004 with offices in Saint Louis, Kansas City and Chicago. The firm specializes in designing and implementing life insurance solutions in the areas of private wealth transfers, business succession planning and charitable planning for affluent and ultra-affluent clientele. In 2006, BryanMark joined the prestigious M Financial Group, a $1 billion organization, as an M Member Firm, a select group of over 125 independent financial services companies that have a demonstrated ability to meet the planning needs of affluent clientele. 

Recognition's:  Saint Louis Business Journal 2008 Fastest Growing Company; Saint Louis Business Journal 2009 Tenth Fastest Growing Company, Saint Louis Business Journal 2010 Eighteenth Fastest Growing Company, 2008 "40 Under 40." 

Program Details

Date: Tuesday, July 5, 2011 

Time: 6:00-8:00pm 

Location: MAC West, 1777 Des Peres, Town & Country, MO 63131 

Education: 2 CPE credits 

Cost: Members $45.00; Non-Members $50.00; First time member attendee $22.50 

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