Virtual Winter Seminar

Date: Thursday, January 21, 2021
Time: 2:30pm - 5:00pm
Location: Virtual via Zoom Webinar
Speaker: Tom Pauloski from Bernstein

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We are pleased to annouce that Tom Pauloski from Bernstein will be our featured presenter for the 2021 GEPC Winter Seminar.  Due to the ongoing pandemic the seminar will be a virtual event offered via Zoom Webinar.  We will provide Tom's presentation materials and the Zoom link to registered participants closer to the event.  A summary of  the presentation as well as detailed biographical information is attached for your information.

Triangulation: Integrating Life Insurance into Estate Plan and Investment Reviews

Thursday, January 21st Winter Seminar 2:30-5:00

Tentative schedule is as follows:

2:30- Membership sign

2:35- Welcome- Drew Rogers

2:40- Introduction of Speaker- Dee Bingham

2:45- Triangulation Presentation- Tom Pauloski

3:45- 5 minute break if we feel it is necessary/ if in person 15 minutes

4:00-5:00 Continue presentation with Q & A

5:00- Close- Drew Rogers

 

Triangulation: Integrating Life Insurance into Estate and Investment Plans

 

The 2017 Tax Cuts and Jobs Act changed the face of estate planning by doubling the transfer tax exclusion, which now stands at $11.7 million and growing. As a result, many clients now believe that they have too much life insurance. Should they cash in those policies? Tom Pauloski, National Managing Director of Bernstein’s Wealth Planning and Analysis Group, and a former insurance executive and estate planning attorney, will discuss why, in many cases, existing life insurance should be retained or repurposed, rather than cashed in. In addition, Tom will discuss how the income tax deferral feature of life insurance can be used to produce better returns in what is expected to be a very challenging investment environment. Tom will use sophisticated wealth forecasting software and the case study method to illustrate key takeaways.

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