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  • FPA of Southern Arizona: October Breakfast Meeting

FPA of Southern Arizona: October Breakfast Meeting

  • Wednesday, October 11, 2017
  • 7:15 AM - 9:30 AM
  • Arizona Inn: 2200 E Elm Street Tucson AZ 85719

Using Life Insurance in your Estate Plan


Presented by:

Paul Robb, CFP, ChFC, CLU, Premium Finance Life Insurance



Topics in this presentation will include 

 Legacy Planning: 

*    Living Assets / Legacy Assets-General goal planning around asset creation and preservation 

*    Finding Hidden Alpha-LegacyTrax interactive software demo

Financial Engineering: 

*    Life Insurance Premium Financing Basics 

*    Legacy planning efficient frontiers-client vs carrier centered policy and portfolio design

Case studies: 

*    Professional / high earners 

1.    Qualified plan alternatives 

2.    Tax diversification strategies 

3.    Defensive strategies

*    Business Clients 

1.    Succession planning with tax efficient "currency" 

2.    Want to remain a private firm? Professional practice immunization against group fractures and forced  acquisitions by larger firms 

3.    Deductible deferred comp alternative

*    Estate planning clients 

1.    Traditional legacy asset maximization 

2.    Non-conventional insurance based asset transfer planning

*    Hybrid Planning case example (estate/Succession planning combined)

October 11th, 2017



Location: Arizona Inn  

2200 E. Elm St, Tucson, AZ, 85719 


FPA of Southern AZ  

FPA and CFA Members $20 / Guests $30    

Registration and Breakfast 7:15 AM
Speaker will speak 7:45 AM -9:30 AM  

2 Hrs of CE Credits CFP, CFA & CPA (certificates of attendance upon request)




RSVP  to Gerry Oldenski by Friday,
October 6, 2017 at  



of Greater Phoenix

Vision:  The essential hub of our Financial Planning community.

Mission:  Connect CFP(R) and associated professionals to the resources they need and the people who need them.
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Fx:  480-922-5283

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