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Understanding Modern Life Insurance Policies and Their Multitude of Personal and Business Uses

 

Understand modern life insurance policies to better assist and advise your clients.

Professional advisors and business owners and officers often find themselves in the position of commenting or deciding upon, or even recommending, life insurance solutions presented to them or to their clients, or of providing advice as to how life insurance can be used most effectively in meeting personal and business needs and accomplishing personal and business goals and objectives. Unfortunately, most advisors and business people are not familiar enough either with the intricacies of modern life insurance policies, or of their multitude of effective uses, to be in a position to give the best advice, or make the best informed decisions, in these situations. This topic will explore in detail the large variety of life insurance policies available in today's marketplace and will explain the special, unique characteristics of each type of policy. It will also present in detail the many uses of modern life insurance policies in both personal and business planning. While this information will not make you into life insurance experts, it should equip you to be more knowledgeable, and therefore more effective, in making critically important evaluations, recommendations, and decisions regarding life insurance.

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Understanding Modern Life Insurance Policies and Their Multitude of Personal and Business Uses

Agenda

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Understanding Modern Life Insurance Policies and Their Multitude of Personal and Business Uses

Faculty

Robert E. Burton, LLB, CLU, ChFC, AEP

Robert E. Burton, LLB, CLU, ChFC, AEP

Burton Insurance Services

  • As senior advanced planning consultant for NY Life, spearheaded their Advanced Planning Program and pioneered that program in the field for company agents and personnel
  • As vice president of Management Compensation Group/SF, created executive benefit programs for many of the San Francisco Bay Area’s largest companies, both private and public
  • Faculty member at CLU symposiums and nine CLU institutes
  • Speech on “Estate Planning with Life Insurance” at Practicing Law Institute’s 37th Annual Estate Planning Institute in San Francisco was recognized as one of the best presentations
  • Lectured on nontax-qualified deferred compensation at University of Missouri at Kansas City Law School’s 12th Annual Federal Estate Planning Symposium
  • Has lectured on life insurance and estate planning at many estate planning councils around the country
  • Among several published articles, 1997 article on failing policies published in Trusts & Estates magazine won their epic award as “Best Article of the Year”
  • Very active in community affairs: former mayor of Mill Valley; recently recognized for 50 consecutive years of public service; received a 2019 Milley Award for contributions to the arts
  • Member of three local estate planning councils and past president of San Francisco Council
  • Past board member, National Association of Estate Planners and Councils
  • Past president of local SFSP Chapter
  • B.S. degree in economics, Yale University; J.D. degree, Columbia University Law School
  • Can be contacted at 415-518-7388 or [email protected]
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Understanding Modern Life Insurance Policies and Their Multitude of Personal and Business Uses

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