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Fiduciary Risks: Trust Owned Life Insurance
Exclusive Q&A Session 


According to Joe W. Maczuga, CFIC*, 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 achieve clarity about this extremely important topic, Mr. Maczuga will address "live" questions, as well as pre-sent questions.

Date:  Wednesday, October 8, 2008
Time:  11:00 EST -10:00 CST - 9:00 MST - 8:00 PST
Call-in:  Number and Pass Code will be emailed as soon as you register


***
CLICK HERE to register!

We have blocked 1 hour for the call.

Submit your prepared questions by clicking here.

If you were unable to listen in on the teleconference September 25, 2008, order a copy of the interview by clicking here.

(The audio is a valuable resource and it will help you ask the best questions for the Q&A Session on 10/08)

Should you have any questions about the recording or the upcoming Q&A Session, please feel free to call 800-943-9638.

For direct questions to Joe Maczuga about TOLI, call him directly at 248-524-0292.

 

 *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. 



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