To view this email as a web page, click here.                                                                                                          April 16, 2007

The topic of next month’s
"Tuesdays with GT" teleconference is Premium Financing! Our call in May will feature special guest speakers from the top ten law firm of Greenberg Traurig. Tim Jessell and Jon Forster, experts in Premium Financing, will discuss the planning considerations associated with premium financing transactions, including structuring issues, potential income tax consequences and repayment approaches. Learn how to be “the advisor of choice” when it comes to premium financing – knowing how all the pieces fit can make the difference in closing a sale!

Join us for the final teleconference before we break for our summer hiatus. Feel free to invite your referral sources – those CPAs and Attorneys you believe will benefit from this call. 

Please register no later than Friday, May 4 with Pam Tucciarone via email to Pamela.Tucciarone@BISYS.com, or by phone at 800.722.1600 ext. 6446.

Liz Weber, SVP, Advanced Markets
 

Charitable Gift Planning: Preserving Wealth
Through the Charitable Lead Trust
Wealthy individuals who make gifts to a Charitable Lead Trust (CLT) can achieve their charitable objectives and
preserve their personal wealth. A CLT can provide the donor with substantial gift tax savings and a reduced taxable estate, while providing a gift of an income stream to a favorite charity. In addition, life insurance can be used by the donor in the CLT to further leverage the wealth that will ultimately be transferred to his or her heirs when the trust terminates and
distributes its assets. Click here to read more.

American General Life
- Introducing USL Elite UL in NY
- Doubled Retention Limits and Increased Auto-bind Capacity & Introducing New Preferred Credits on Large Cases

AXA
- Informal Inquiries No Longer Considered for Term Products

John Hancock
- 2008 Brokerage Incentive Conference - Naples, FL

Lincoln Financial
- Revised Guidelines on Internal Replacements

Prudential Financial
- What's New For Illustrations
 

Save the Date!
2007 Annual Meeting - Scottsdale, AZ
Date: October 28-30, 2007
Stay tuned for additional details and registration information.

Teleconference: Tuesdays with GT: Premium Finance
Date: May 8, 2007 - 2:00 pm EST
Register Now or call Pam Tucciarone at
800.722.1600, ext. 6446

 

GREENBERG TRAURIG ALERTS

Special Report (April 2007)
- The Latest: Viatical Settlement Model Act Making Headway
 

Call The Potomac Group at
800.722.1600, ext. 6446 for more information.
 

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