NAEPC Webinars:

Wednesday, April 8, 2020 at 3:00pm - 4:00pm ET - The Ethical Considerations of NY State DFS Reg 187, FINRA Rule IM2210 and the UPIA Relating to "Decision Support Material" Used in the Life Insurance Decision Process: A Program for All Fiduciary Professionals

Source: The Robert G. Alexander Webinar Series

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SPECIAL UPDATE:  According to a recentWall Street Journal article, "The unprecedented collapse in bond yields is the financial risk that executives and analysts are fretting over. It is no trifling matter, especially if rates stay low and insurers struggle to earn a decent return on their massive portfolios."  In light of thisunprecedented collapse in bond yields, bonds that underlie the vast majority of permanent  life insurance policies, the internal costs of your clients policiesnow matter even more. These costs are required to be 'justified' under Reg 187 and "disclosed' under FINRA 2210/2211 and are also required to be  "investigated" under the UPIA. Low bond yields and high internal costs will create a double whammy for consumers. This timelywebinar will educate attendees on how to evaluate these internal costs.


NY State entered the fiduciary era for life insurance on 2/1/20 and the CFP Board announced their fiduciary standard for life insurance; standards and regulations that apply ethically to all fiduciaries.  Attend this timely webinar to learn how to utilize and recognize the proper decision support material.  

On July 18, 2018, the New York Department of Financial Services (NY DFS) issued the nation’s first "Best Interest Rule" for life insurance. Similar to other fiduciary laws, this rule (re)defines the meaning of “clients’ best interests” for life insurance product recommendations based on a careful, skilled, prudent, and diligent evaluation of costs, performance, and risks relative to benefits.  Additional states have since announced their own legislation. 

This new and wide-ranging presentation is important for those both in and outside of the state of New York and those who are new to the profession or seasoned.  It will review the Best Interest Rule that raises significant ethical considerations for estate planners and life insurance producers serving fiduciaries and/or working under a fiduciary definition of “clients’ best interests”.  Our presenter will provide real-life examples of ethical dilemmas and solutions to conquer them and learn the new regulations and standards, as well as how to benchmark life insurance just as people benchmark their investment performance. 

Steven S. Zeiger, CEBS, TEP, Managing Director, Wealth Management at KB Financial, is uniquely qualified to help estate planning professionals better understand the ethical implications and new business opportunities created by this new fiduciary era for life insurance due to his extensive application of the regulations and significant speaking engagements on the topic.  He helps CPAs, wealth managers and attorneys guide their clients’ insurance decisions based on a prudent process and is an expert in applying prudent investor guidelines to life insurance product selection/retention and portfolio management according to established and proven asset management doctrine.  He is guided by the Uniform Prudent Investor Act, FINRA Rule IM 2210, NY DFS Regulation 187 "Best Interest Rule" and lessons learned from the first adjudicated fiduciary lawsuit regarding Trust Owned Life Insurance, Cochran v. Key Bank.  

REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.

Wednesday, May 13, 2020 at 3:00pm - 4:00pm ET - Collaboration Matters: Working Together to Produce Extraordinary Results

Source: The Robert G. Alexander Webinar Series

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When professionals operate in silos, the quality of advice and planning is subpar.  Collaboration is essential in this increasingly complex world.

Al Gibbons specializes in estate planning and life insurance for high net worth individuals, high-level corporate executives, and successful entrepreneurs.  He works closely with professional tax advisors (attorneys, accountants, and trust officers) designing and implementing sophisticated life insurance strategies to help solve their clients’ unique estate planning needs.

REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.

Wednesday, June 10, 2020 at 3:00pm - 4:00pm ET - Planning Team Revenue Opportunities Generated by New Tax Law

Source: The Robert G. Alexander Webinar Series

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Listen to this program if you are interested in how an insurance professional has used the recent tax legislation to help clients plan by including several members of the planning team. This intermediate level program will include multiple case examples.

Terri Getman is a nationally recognized lecturer, author and advisor to financial representatives who provide advice to families and privately-held business owners across the U.S. For more than 30 years Terri has specialized in the appropriate use of life insurance in client’s estate, business and executive benefit plans. Terri currently works for Diversified Brokerage Services, one of the largest life insurance brokerage general agencies, but for most of her career she held positions in advanced marketing at several large insurance carriers.  

REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.

Wednesday, July 8, 2020 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

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Detailed information regarding this presentation will be posted soon.

REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.

Wednesday, August 12, 2020 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

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Detailed information regarding this presentation will be posted soon.

REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.

Wednesday, September 9, 2020 at 3:00pm - 4:00pm ET - Zen and the Art of Trust Modification

Source: The Robert G. Alexander Webinar Series

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Step back from the mind-numbing distinctions and details of particular decanting and nonjudicial modification statutes to focus on the universal issues that should be addressed when taking a trust into the shop and the nuts and bolts of getting your trust on the road again.

Susan T. Bart is a partner in the Private Clients, Trusts & Estates Group of the Chicago office of Schiff Hardin LLP. She is a Fellow of The American College of Trust and Estate Counsel (ACTEC) and Chair of its Estate and Gift Tax Committee. She was the Reporter for the Uniform Law Commission Trust Decanting Act.

REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.

Wednesday, October 14, 2020 at 3:00pm - 4:00pm ET - International Planning

Source: The Robert G. Alexander Webinar Series

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Detailed information regarding this presentation will be posted soon.

REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.

Wednesday, December 9, 2020 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

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Detailed information regarding this presentation will be posted soon.

REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.

National Conferences on Estate, Financial and Tax Planning, and Related Disciplines

This list offers information on national programs sponsored by professional associations. While every effort is made to keep the list current and accurate, dates and locations are subject to change. Please visit the website for the hosting organization to verify program details.

2020 Events

2/12/20 – 2/14/20 Florida Tax Institute
Tampa, FL
Florida Tax Institute
2/23/20 – 2/25/20 ABA Wealth Management & Trust Conference
Orlando, FL
American Bankers Association
3/22/20 – 3/25/20 GAMA International Leadership & Management Conference (LAMP)
Orlando, FL
GAMA International
4/26/20 – 4/28/20 Association for Advanced Life Underwriting Annual Meeting
Washington, D.C.
Association for Advanced Life Underwriting
4/28/20 – 5/1/20 NAELA 2020 Annual Conference
Seattle, WA
National Academy of Elder Law Attorneys
4/29/20 – 5/1/20 Planning Techniques for Large Estates
Scottsdale, AZ
American Law Institute Continuing Legal Education
4/30/20 – 5/1/20 National Academy of Elder Law Attorneys Annual Conference
Seattle, WA
National Academy of Elder Law Attorneys
5/3/20 – 5/6/20 The Association of Home Office Underwriters 19th Annual Conference
Boston, MA
The Association of Home Office Underwriters
5/4/20 – 5/7/20 The FPA Retreat
Cedar Creek, TX
Financial Planning Association
5/6/20 – 5/9/20 National Association of Personal Financial Advisors Spring Conference
Denver, CO
National Association of Personal Financial Advisors
5/13/20 – 5/16/20 Annual RPTE National CLE Conference
New Orleans, LA
American Bar Association
5/18/20 – 5/20/20 Advisors in Philanthropy Annual Conference
San Francisco, CA
Advisors in Philanthropy
6/7/20 – 6/11/20 AICPA ENGAGE
Las Vegas, NV
AICPA
6/7/20 – 6/10/20 Million Dollar Roundtable Annual Meeting
Anaheim, CA
Million Dollar Roundtable
6/23/20 – 6/28/20 CPA Annual Meeting & Education Conference 2020
Philadelphia, PA
American Association of Attorneys
7/16/20 – 7/17/20 Representing Estate & Trust Beneficiaries and Fiduciaries
Chicago, IL
American Law Institute Continuing Legal Education
7/20/20 – 7/24/20 WealthCounsel Symposium 2020
Denver, CO
WealthCounsel
9/20/20 – 9/25/20 American Bankers Association National Trust Schools
Atlanta, GA
American Bankers Association
9/30/20 – 10/2/20 The FPA Annual Conference 2020
Phoenix, AZ
Financial Planning Association
10/1/20 – 10/4/20 NAIFA Performance + Purpose 2020 Annual Conference
Boston, MA
NAIFA
10/7/20 – 10/9/20 Charitable Gift Planners Conference
Chicago, IL
National Association of Charitable Gift Planners
10/8/20 – 10/10/20 CPCU Society Annual Meeting
Washington, D.C.
Society of Chartered Property and Casualty Underwriters
10/11/20 – 10/13/20 American Council of Life Insurers Annual Conference
Washington, D.C.
American Council of Life Insurers
10/14/20 – 10/17/20 Top of the Table Annual Meeting 2020
Scottsdale, AZ
Million Dollar Round Table
10/21/20 – 10/24/20 National Association of Personal Financial Advisors Fall Conference
Atlanta, GA
National Association of Personal Financial Advisors
10/22/20 – 10/25/20 American College of Trust & Estate Counsel Fall Meeting
Austin, TX
American College of Trust & Estate Counsel
10/25/20 – 10/27/20 LIMRA Annual Conference
Chicago, IL
LIMRA
10/26/20 – 10/30/20 Southern Federal Tax Institute
Atlanta, GA
Southern Federal Tax Institute
11/1/20 – 11/3/20 American Academy of Attorney-CPAs – Fall Meeting & Education Conference
Fort Lauderdale, FL
American Academy of Attorney-CPAs
11/3/20 – 11/6/20 57th Annual NAEPC Advanced Estate Planning Strategies Conference
Ft. Lauderdale, FL
National Association of Estate Planners & Councils
11/4/20 – 11/7/20 Hawaii Tax Institute
Honolulu, HI
Hawaii Tax Institute
11/18/20 – 11/20/20 National Association of Independent Life Brokerage Agencies Annual Meeting
Hollywood, FL
National Association of Independent Life Brokerage Agencies

2021 Events

1/11/21 – 1/15/21 55th Annual Heckerling Institute on Estate Planning
Orlando, FL
University of Miami School of Law, Heckerling Institute on Estate Planning

If you would like to add a national program to this calendar, please email the event date(s), title and hosting organization website to admin@naepc.org.

An expanded calendar of events is available on Steve Leimberg’s website atwww.leimbergservices.com.