Life Insurance Policy Audits – Are you Liable? Presented by Barry Waxler
Fiduciary level audits of life insurance policies are becoming a necessity, especially for trust owned life insurance. While there are a variety of services available to “audit” insurance policies, most are predatory sales gimmicks that violate the fiduciary requirement. Learn how to distinguish a predatory “audit” from a truly professional and non-biased product. Gain a better understanding of the suitability process, the product selection process, and the importance of the advisor and client interface. Find out how utilizing a certified audit process adds value to your practice, helps recruit and retain clients, and shield you from liability.
The Laureate Programs are courses focused on attracting, retaining and working with affluent clientele in a collaborative professional environment. Please visit www.LaureateCenter.com for more information.
VA Aid and Attendance – Who, What, When, and How; Presented by Holli Bennet and Alexis Bastedo, Esq.
It’s easy to feel lost among all the government issued programs and benefits out there. In this presentation, Scott will help you navigate the programs designed to help veterans, and their spouses, pay for care. We’ll take an even closer look into the VA’s Aid & Attendance program – which provides tax-free income and free medications to qualifying veterans. You’ll learn all the aspects of this program, including who qualifies and what it takes to qualify. This presentation is not only for veterans, but also for anyone who works with and/or helps a veteran, or simply wants to learn more.
The Southern California Institute will partner with The San Diego Business Journal to create a dynamic collaborative event full of the hottest strategic planning ideas and educational content. More details coming soon.
Alternative Insurance Trends – What You Can’t Afford to Lose; Presented by Mindy Cagan-Joslin
Review the newest insurance products that can protect you and your family’s future. Topics include personal and professional cyber threats, terrorism, and how to personally protect yourself if you sit on multiple boards of directors. This discussion will address the fine line between professional and personal coverage needs.
Every 5th Thursday, the Strazzeri Mancini LLP, California Estate and Elder Law, and Southern California Institute Teams close the offices early to enjoy an afternoon of fun team building activities.
Family Businesses: Options for Growth, Succession, and Exit; Presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Jeffrey Kates
Business owners often face the question of what’s next – the decision between keeping and growing the business or transitioning it. Growing the business has its associated short-term rewards and long-term risks. Transitioning the business has the complication of whether it is in whole or in part; internally to the family or team; or selling to the nebulous third party. Business owners often have the feeling that the advice they are receiving is prematurely narrowed. This session will identify and discuss the pros and cons of the myriad of potential strategies as well as the improvements you should start making now to increase the value of the business. Learn how to navigate the tributaries and ramifications of your potential choices.
Long-Term Care Options – What Families Need to Know Before the Crisis; Presented by Amy Abrams, ALZ SD and Amy Burfitt, LivHome
Learn about the LTC options available and the costs associated. Join long-time San Diego experts, Amy and Amy to find answers to help your clients with questions such as: What does Medicare pay for?; What are the different housing options here in San Diego?; What are the different levels of care and how do I choose? How much does it cost?
June 21, 2018 – Alternative Investments and How They Impact Investment Portfolios; Presented by Monica Szakos Cramer, Financial Advisor and Janet Silva, Insurance Agent
When you are seeking to diversify a client’s portfolio to improve returns, will an Alternative Investment be a good fit for the client? How do you know if an Alternative Investment will be a Risk or Reward in your client’s holdings? We’ll discuss the advantages and disadvantages of holding Alternative Investments and the part they play in diversification.
Mastering the 1031 Exchange Process and Gaining Technical Fluency Through Case Studies; Presented by William Exeter and Charles Jensen
Real Estate investing has been a fundamental driver of wealth building in America. The powerful attributes rely on multiple tax advantaged provisions in the tax code. Come gain important knowledge in 1031 exchange services and strategies from two of the most experienced professionals in the field. This knowledge can drive opportunities for your clients who own appreciated Real Estate and are looking for diversification and fresh estate planning ideas. Realtors, CPAs and estate planning attorneys are encouraged to attend.