BALTIMORE ESTATE PLANNING COUNCIL

2 CFP and MD Insurance Credits Pending

Sponsored by Baltimore Community Foundation

 AGENDA
07:00 - 08:00 Breakfast and Networking
08:00 - 10:00 Program

ABOUT THE PROGRAM: Life insurance is often perceived as a solution that is more complex than the problems it is uniquely capable of solving, which leads many estate planners to tread carefully or leave life insurance out of the plan altogether. The reality, however, is that life insurance is simpler, more intuitive and more powerful than it appears. This session will expose the underlying mechanics of all life insurance products, cover straightforward applications for high net worth clients at three distinct life stages and provide rules of thumb for successful policy design and management.

ABOUT THE SPEAKER: Bobby is the Executive Editor of The Life Product Review, the industry’s best source for independent and objective life insurance product intelligence. He regularly presents at major industry events and has been quoted in the Wall Street Journal.
Bobby is also the President and CEO of Life Innovators, an independent product development firm helping life insurers create and implement unique life insurance and annuity products.
Previously, Bobby was the Senior Vice President and Head of Product Development and Pricing for life insurance and annuities at Brighthouse Financial, formerly MetLife US Retail. Prior to joining MetLife in 2013, he published The Life Product Review and was an independent consultant to life insurers, distributors and advisors. He is the third generation of his family to work in the life insurance industry.

Two Meeting Requirement: To maintain membership in the Baltimore Estate Planning Council, active members are required to attend at least two (2) IN-PERSON educational meetings annually.

Cancellation Policy: Reservations must be canceled in writing or by e-mail and received no later than Friday, January 17, 2025.