Using Life Insurance to Care for the MVPs (Most Valuable People) in your company and a special interview around “hot topics” and trends in Life Insurance and Estate Planning

Date: Wednesday, April 6, 2022
Time: 6:00pm - 9:00pm
Location: Charlie's Restaurant 1320 19th Hole Dr. Windsor, CA 95492
Speaker: Lindsay Cigler, JD

PROGRAM

"Using Life Insurance to Care for the Most Valuable People in your Company"

Date/Time: 6:00 PM   Wednesday,  April 6, 2022  

 

Part 1:

Estate Planning for business owners can require many different strategies and transition/exit plans.  One of the most valuable parts of a successful business are the people that run it.  Lindsay Cigler, JD will share with you some planning strategies used to reward businesses’ key people and owners themselves through attractive retention strategies using life insurance.  Life insurance can be much more than a death benefit! 

Part 2:

Our President and CLU, Josh Sterling, will lead an interview of Lindsay about “hot topics” and trends in Estate Planning and Life Insurance.  Lindsay Cigler, JD is a Consultant for Pacific Life’s Advanced Designs Unit, a highly recognized team of advanced market experts, comprised of five attorneys who specialize in advanced planning concepts that involve the sale of life insurance. 

A few key hot topics to be discussed will be:

  • Life Insurance in ILITs and SLATs
  • Funding Strategies for Life Insurance for Estate Planning
    • When best to borrow?
  • Charitable Planning with Life Insurance

Meeting Sponsor ~ Camas Advice

 This program will be a live presentation, with a limited Zoom simulcast for those members and guests that are unable to attend in person due to COVID concerns. 

REEPC will be following Sonoma County guidelines on Covid-19

We are offering both In-Person Indoor & Outdoor seating or Speaker Presentation ONLY Zoom options for this meeting. 

Attorney MCLE Credit: kcyphers@andersonzeigler.com

In-Person MENU

Self-Serve Wine & Appetizer Station
6 - 6:30 pm

FIRST COURSE

Salad

MAIN COURSE
(One of Four Choices)

Short Ribs

 Halibut

 Chicken Cacciatore

 Vegetarian Dish

ROLLS

DESSERT COURSE

Chocolate Cake

Self-Serve Beverage Station
Regular & Decaffeinated Coffee and AssortedTeas

 

***PLEASE USE THE RSVP BUTTON TO REGISTER***

CREDIT CARD AND CHECK PAYMENT

COST IS $75.00 PER PERSON

 

 MAIL ANY CHECKS Payments TO:

Redwood Empire Estate Planning Council

c/o Marilyn Topper Bookkeeping Service 

2135 Crosspoint Ave. Santa Rosa, CA 95403

  

 

 

 

 

Related Document(s):

See Upcoming Event Calendar