Dinner Meeting - Dennis Stessman - Life Insurance

Date: Tuesday, November 17, 2015
Time: 5:15pm - 7:30pm
Location: Woodfield Country Club
Speaker: Dennis Stessman

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A special thanks to our dinner sponsor

Northern Trust

https://www.northerntrust.com/

 

Dennis Stessman 

Prudential Life Insurance, Director of Advanced Marketing

will present on

Life Insurance Technical Issues and Concepts

 

Topics will include:

  • Transfer for Value

  • Incidents of ownership

  • Section 101(j)

  • Buy-Sell arrangements

    • Endorsement split dollar

    • LLC-owned life insurance

    • Estate Equalization

  • Life insurance or non-resident aliens; FATCA

 

Please choose your entree:

1.  French Breast of Chicken, Truffle Butternut Squash Puree with Asparagus Portobello Mushrooms & Fingerling Potatoes Thyme Herb Jus

OR

2.  Teriyaki Glazed Salmon over Jasmine Rice Cake, Asian Vegetables, Shitake Mushrooms & Ginger Teriyaki Sauce

OR

3.  Brandt Farms Natural Boneless Short Rib - Cauliflower Puree Gratin, Haricot Vert & Seasonal Ragout

 

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