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April 20 Lunch-and-Learn Part II
April 20 @ 12:00 pm - 1:00 pmFree
Join Chapter members and guests for Part II of our three-part Lunch-and-Learn series that will provide innovative planning ideas for your clients to take advantage of today’s historically low interest rates. This session will focus on insurance – from product innovation and availability to opportunities in wealth transfer and legacy planning to life insurance as an asset class. The final session in May will focus on income generation.
Panel of Experts
|Gonzalo M. Garcia, CLU, is a Partner at AgencyONE Insurance Marketing Group, LLC, where he is responsible for assisting financial advisors reduce their client’s exposure to morbidity, longevity, mortality and tax risks. Prior to joining AgencyONE, he spent two years with Credit Suisse as a Managing Director in the Fixed Income Division working with institutional investors hedging longevity and mortality risk. He joined The Potomac Group, helping grow the business until the sale to The BISYS Group (now Crump Life Insurance Services), where he held several senior positions, ultimately ascending to Executive Vice President. Gonzalo is an active member and leader in several industry organizations including The Association for Advanced Life General Agents Management Association (GAMA). He is a regular speaker at industry conferences including The Forum400, The Association of Home Office Underwriters (AHOU) and The Life Insurance Management Research Association (LIMRA).|
|Randy Zipse, JD, AEP (Distinguished), is the Founder of Zipse Wealth Consulting, LLC. He has worked in the life insurance industry for the past 25 years where he has managed advanced markets departments for major life insurance carriers and independent distribution organizations. Mr. Zipse has written numerous articles on trust taxation, estate planning, charitable planning, and business succession planning which have appeared in publications including Journal of Financial Services Professionals, Broker World, Estate Planning, Life Insurance Selling, and National Underwriter. He is the author of National Underwriter’s Field Guide. He is also a co-author with Stephan R. Leimberg of Tools and Techniques of Charitable Planning and is a member of the Tax Facts Editorial Advisory Board. Mr. Zipse is a frequent lecturer at industry meetings, including such major events as the AALU, Forum 400, Million Dollar Round Table, New York University Tax Institute, and the University of Miami Heckerling Tax Institute, Hawaii Tax Institute. Prior to entering the life insurance industry, he worked as an attorney in private practice. Mr. Zipse has been associated with several large firms, including Jones Day Reavis & Pogue and Gardere & Wynn – both in Dallas, Texas. As a private practice attorney, Mr. Zipse concentrated on estate planning, deferred compensation, business succession planning, and charitable planning. Prior to becoming an attorney Mr. Zipse worked as a CPA with Deloitte Haskins & Sells.|