Get COMPLIMENTARY Confidential Policy Evaluator (CPE) Research Reports and WIN an R/C Hummer at the 43rd Annual Heckerling Institute on Estate Planning

The Heckerling Institute on Estate Planning is the nation’s leading conference for estate planning professionals. It is one of the largest gatherings of sophisticated attorneys, trust officers, accountants, insurance advisors, and wealth management professionals who are familiar with the principles of estate planning.

Lawrence Brody of Bryan Cave LLP and Mike Cohn of CFG Business Solutions LLC will be presenting on how variable life can be a successful planning tool when properly designed, funded, and monitored. Common misunderstandings about variable life, non-gift funding (and exit) strategies, fiduciary issues, and volatility management will be covered.

With Variable Universal Life (VUL) being a focus at the 43rd Annual Heckerling Institute on Estate Planning, and given coming pricing increases and/or product withdrawals of Universal Life-Guaranteed Death Benefit (UL-GDB) products (see ALERT: Sub-Prime Crisis to also INCREASE life insurance premiums?), be sure to stop by booth #165 and visit THEInsuranceAdvisor.COM to monitor an existing policy.

Simply bring by an illustration of hypothetical policy values (including the detailed policy accounting pages) for one or more of your client's the life insurance policy holdings anytime between 7:00am Monday 1/12/09 and 10:00am Friday 1/16/09, and we will run Confidential Policy Evaluator (CPE) Research Reports (thumbnail shown at right) right there at the conference and free of charge.

If you don't have the detailed policy accounting pages showing expected year-by-year policy charges, click here for Request for Illustration (RFI) Sample Letters to see how to get the pages, or just bring what you have and we will do what we can to help. Either way, be sure to redact confidential client information (since their identity has no bearing on what they are being charged for cost of insurance and expenses) and get up to 3 Complimentary Confidential Policy Evaluator (CPE) Research Reports that reveal the suitability of your client's life insurance policy holdings.

Remember to also drop your business card in THEInsuranceAdvisor.COM's black box at booth #165 for your chance to win a Remote Control Hummer (shown below).