An Estate Planner's Guide to Life Insurance sponsored by PNC Wealth Management
Date: Tuesday, April 20, 2010
Time: 7:30 AM - 11:30 AM
Location: The Ritz-Carlton Cleveland, 1515 W. 3rd Street, Cleveland, OH 44113
Speaker: Charles L. Ratner, JD, CLU, ChFC, AEP (Distinguished)
REGISTRATION FOR THIS EVENT HAS CLOSED.
WALK IN RESERVATIONS WILL BE ACCEPTED ON A SPACE-AVAILABLE BASIS ON SITE.
Please join us for the annual national speaker event!
7:30 am Registration & Buffet Breakfast
8:15 am Seminar
11:30 am Adjourn
About the program
Mr. Ratner will start the program with a discussion of key planning issues that will determine the direction of the case. He will then give an overview of life insurance products, followed by suggestions for identifying the appropriate type of products in a given case and designing those products to fit the client's parameters.Mr. Ratner will also cover techniques for paying large premiums for policies in irrevocable life insurance trusts. Finally, he will talk about policy management and ways to address problems with existing policies.
About the speaker
Mr. Ratner is the National Director of Personal Insurance Counseling for Ernst & Young LLP. Since joining the firm in 1989, he has been providing life insurance consulting services to corporations, financial institutions, charitable institutions and individuals as well as estate and business succession planning services to closely-held companies. He is an attorney, a Chartered Financial Consultant® and a Chartered Life Underwriter®. Mr. Ratner is Vice Chair of the Editorial Advisory Board of Trusts & Estates magazine and chair of its Insurance Committee.
Continuing Education Credit
The Council will apply for CLE for Ohio attorneys and CE credit for insurance and CFP® professionals. A certificate of completion will be made available for CPAs and CTFAs that feel the program satisfies their CE requirements.
Approved! 3.5 hours for Ohio insurance professionals and Certified Financial Planner® designees.
Approved! 3.0 hours of Continuing Legal Education for Ohio attorneys!
This event is sponsored by
PNC Wealth Management
