Come hear Fiduciary Risks Revealed: Trust-Owned-Life-Insurance (TOLI) by Joseph W. Maczuga, CFIC*.  According to Mr. Maczuga, litigation exposure is real and present!  Lawsuits are happening because life insurance policies have not, and are not, performing as presented and projected when sold.  To help you understand the problem and what you need to know, Mr. Maczuga will discuss ...

• What you need to know!
• What are the real issues and why?
• Why are trustees overlooking the problem?
• What situations would initiate litigation against a trust department?
• What are the related costs?
• What actions can be taken to reduce your exposure?
• Why financial advisers are in unrecognized legal jeopardy?
• How to correct the problem!

 In addition, attendees to this Thursday --- September 25, 2008 teleconference will receive ...

• Bonus #1 – a copy of the ‘New Fiduciary Language’ from InvestmentNews
• Bonus #2 – exclusive attendees-only Q&A session on 10/08/08
• Bonus #3 – The ‘live’ interview on CD-Rom for $15 (a $59 value)

** Register now! http://www.bigmoneycart.com/app/contact.asp?id=138461

Telephone capacity is capped at 250 attendees!! 

Moderator:  John Cotton, CEO of IntegratedQSG

Date: Thursday --- September 25, 2008

Time:  11:00 a.m. Eastern ----- 10:00 Central ---- 9:00 Mountain ---- 8:00 Pacific

Call-in:  number and pass code will be emailed as soon as you register

We have blocked 1 hour for the entire call, including Q&A   

*Joseph W. Maczuga, CFIC is a nationally recognized expert and leading authority in the field of policy analysis in a fiduciary environment.  He is President of Comprehensive Planning and Insurance Analytics, a fee-engagement consulting and analysis practice.  For 35 years, Joe has served the industry as author of CE insurance courses and is a Nationally Registered Instructor for CPE, ChFC, CLU and CFP continuing education.   He has practical, real experience in the life insurance industry as a corporate and business planner, and in executive benefits and estate planning.  Most recently, Joe’s analytical  expertise was featured as the lead story in the September 2007 issue of Financial Planning Magazine and in the August 2008 issue of Investment News.