DALLAS ESTATE PLANNING COUNCIL

REGISTRATION IS CLOSED FOR THIS EVENT

PLEASE NOTE MEETING TIME:

11:45 A.M. “VIRTUAL” MEETING

THURSDAY, MARCH 4, 2021

RESERVATION DEADLINE: PAYMENT MUST BE RECEIVED BY FRIDAY, FEBRUARY 26, (5:00 P.M.). REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE. THERE ARE NO EXCEPTIONS.

OPPORTUNITIES & CHALLENGES IN THE NEW SECTION 7702 REGIME

BOBBY SAMUELSON

 Sponsored by Texas Women’s Foundation and The Maynard Group (Merrill Lynch)

IRC Section 7702, which defines the qualifications for life insurance for tax purposes, remained unchanged for 30 years – that is, until a modification was approved and implemented in the space of a few short days at the end of 2020. The new Section 7702 modernizes the tax definitions of life insurance to meet the strains of a prolonged ultra-low interest rate environment, particularly for Whole Life. Secondarily, it appears to provide for incredible new planning opportunities for life insurance by allowing for higher funding levels per dollar of death benefit. But are the changes really as substantive as they first appear? Do they really open new opportunities or do they simply modify existing ones? And are the challenges with implementing the new rules worth the benefits? Join us to find out. Bobby Samuelson is the Executive Editor of The Life Product Review, the industry’s best source for independent and objective life insurance product intelligence. He regularly presents at major industry and corporate events. He has also authored and co-authored numerous articles appearing in publications such as Trusts and Estates and has been quoted in the Wall Street Journal. Bobby is also the President of Life Innovators, an independent product development firm helping life insurers create, implement and distribute unique and differentiated life insurance and annuity products. Previously, Bobby was the Senior Vice President and Head of Product Development for life insurance and annuities at Brighthouse Financial. Prior to joining MetLife in 2013, he was an independent consultant to life insurers, distributors and advisors. He is the third generation of his family to work in the life insurance industry.

There is continuing ed credit pending for this presentation. The handout will be available on the website under the document library a few days prior to the presentation.

You may register online with a credit card payment (preferred payment) on the website: scroll down to the bottom of the page and register. LOG IN IS NOT REQUIRED TO REGISTER. If you need a receipt, print out the confirmation page.  To register via mail for the meeting, complete the form below, enclose a check (payable to Dallas Estate Planning Council) for the respective amount (indicated below) and mail to: Dallas Estate Planning Council, P.O. Box 38553, Dallas, TX  75238-8553. 

Name: _____________________________________________

___$25 Member      ___$30 Guest

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WE WOULD LIKE TO THANK OUR MEETING SPONSORS:  ARMANINO LLP, BESSEMER TRUST COMPANY, CARTER FINANCIAL MANAGEMENT, COMMUNITIES FOUNDATION OF TEXAS, TEXAS WOMEN’S FOUNDATION, FROST BANK, HIGHGROUND ADVISORS, MERRILL LYNCH – THE MAYNARD GROUP, PARKLAND FOUNDATION, QUEST CAPITAL MANAGEMENT, THE CATHOLIC FOUNDATION AND HERITAGE AUCTIONS. IN ADDITION, WE WOULD LIKE TO RECOGNIZE THE PATRONS:  BISIGNANO HARRISON & NEUHOFF, MCBRIDE & ASSOCIATES AT MERRILL LYNCH WEALTH MANAGEMENT, DAVIS STEPHENSON, GLAST, PHILLIPS & MURRAY, GOLDIN PEISER & PEISER, SIGNET ART, STOUT, RGT WEALTH ADVISORS, CARR RIGGS INGRAM, BKD, LLP, SECURITY NATIONAL BANK AND TARLETON LAW FIRM.

PAYMENT IS REQUIRED FOR MEETING REGISTRATION.

PLEASE READ IMPORTANT NOTE BELOW.

IMPORTANT NOTE: THE ZOOM ACCESS INSTRUCTIONS AND THE CE SUBMISSION LINK FORMS WILL BE DISPLAYED ON THE RSVP CONFIRMATION RECEIPT IMMEDIATELY AFTER REGISTRATION. PLEASE READ THE DIRECTIONS CAREFULLY.