Join us for an insightful webinar where we delve into innovative insurance strategies for your practice. Life insurance can be a compelling asset class and can help efficiently allocate capital for clients. Our panel will discuss planning considerations for implementing life insurance for income protection, estate planning, and overall financial stability. We'll also explore advanced strategies including premium finance and wealth preservation through real-life case studies, addressing the approaching estate tax changes and how these can impact asset management and firm growth.
Learning Objectives:
- Gain insights into how life insurance solutions can benefit client relationships by offering a holistic financial planning approach.
- Recognize the strategic importance of life insurance in protecting income, estate, and life, and how it fits into the broader picture of efficiently allocating capital for clients.
- Explore advanced insurance strategies and discover how premium financing and wealth preservation techniques can serve as effective tools in estate planning and wealth creation.
Featured Speakers
Amy has 36 years of experience in the insurance industry with a focus on life, long term care, and disability income insurance for individuals. She began her career in customer service before moving to case management, and lastly transitioned to working with the independent advisor. Amy joins the DPL team as Director, Insurance Solutions and is excited to solve for the developing insurance need in clients’ portfolios.
Nick joined PH Robb in 2016 as an insurance product analyst, who helped build case designs and perform economic analysis for clients and advisors. With this technical background, Nickn ow specializes in designing, building, and managing insurance transactions that accomplish advanced tax, business, and wealth planning. As an advisor to Ultra High Net Worth clients, Nick offers a deep understanding of insurance products, banking, tax planning, and economic analysis, which he gained through years of close collaboration with the nation's top trust and estate attorneys, tax attorneys, and private wealth bankers, to best address the clients' planning goals.
Nick is responsible for managing the insurance transaction process, from point of sale with clients and advisors to case underwriting and policy funding, and ongoing administration and management. In addition, Nick is focused on continually improving client experience and has helped to build numerous technologies at PH Robb to that end, including a policy forecasting and management system.
Nick holds a degree in Pre-Law and Philosophy with an ethics emphasis from the University of Arizona Honors College, where he graduated Cum Laude.
Paul is 35-year veteran of family, business and charitable planning. Starting his career with Northwestern Mutual in 1983, he thrived as a national joint work specialist for almost 20 years. A desire for a more open architecture business model led to engagements with Mass Mutual and AXA Equitable’s open market platforms, continuing in the context of partnering on a consultative basis with other advisors nationally. During his extensive career, his concept of collaborative legacy planning evolved, culminating in the formation of PH Robb Legacy Alliance which enjoys a national reputation as a consultant to major tax, legal, banking, insurance and financial firms. As an industry innovator, Mr. Robb invented a virtual family office technology, resulting in a patent portfolio dealing with online collaboration in the financial services sector. Additionally, Mr. Robb created LegacyTrax, an interactive client driven software system focused specifically on legacy planning. This patented system is an exclusive and proprietary resource of PH Robb Legacy Alliance.
Paul earned his Bachelors in Finance and Accounting from the University of Arizona and holds a CFP (Certified Financial Planner) from the CFP Board, and the ChFC (Chartered Financial Consultant), and CLU (Chartered Life Underwriter) designations from The American College. Mr. Robb is a certified instructor in multiple states for tax, legal and financial services continuing education, and has been invited to make frequent presentations over the years to numerous industry groups.
Paul is a past President of Old Pueblo Rotary Club and has served on the board of Catholic Community Services and in advisory and service capacities with The Tucson Jewish Community Foundation of Southern Arizona and numerous other industry related and charitable organizations. Residing in Tucson Arizona with his wife Sherrie, Paul enjoys traveling and spending time with their three children and their families.