Insurance Estate Planning Techniques
Date: Thursday, October 6, 2022
Time: 5:00pm - 7:30pm
Location: Weber's Inn - 3050 Jackson Ave, Ann Arbor, MI 48103
Speaker: David R. Foster, J.D., AEP, CLU, ChFC & CAP - Senior Director, Advanced Markets & Solutions - Allianz
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Background:
Over 25 years in the financial services industry, advising clients and supporting advisors on complex life insurance strategies, estate planning, executive compensation, business succession, charitable planning, and retirement planning.
Experience:
- Focused on building out advanced marketing strategies and capabilities, including content development and internal trainings.
- Assists in the development of our advanced marketing demonstration capabilities.
- Supports underwriters on cases involving complex life insurance strategies.
- Participates in speaking engagements and virtual presentations for FMOs.
- Provides case design support for advisors.
- Assists in the development of our premium financing and foreign nationals programs.
- 10 years as an independent planned-giving consultant for charitable organizations and six years as a financial/life insurance advisor.
- Author of two books.
