San Francisco, California
London, United Kingdom
Leveraging Life Insurance in Qualified Plans
Guest Speaker: Andrew Rinn, JD, CFP®, CLU, ChFC
Regional Director, Advanced Sales Center
MetLife Income & Protection Solutions Group
This presentation will clarify why business owners meeting certain criteria may capitalize on the deductions available through this type of arrangement. The training will demonstrate how a high income tax environment increases the attractiveness of this strategy. Finally, effective life insurance exit strategies will be explored.
8:00 am Breakfast Buffet
8:30 - 9:30 Program
No Charge for Members and their Guests; $20.00 for non members
As Senior Advanced Markets Consultant with MetLife's Advanced Sales Center, Andrew's expertise includes wealth preservation, estate planning, business planning and executive benefits. He consults with insurane professionals and client's tax advisors when appropriate to facilitate sales opportunities.
Andrew is a frequent speaker and has authored articles in Life Insurance Selling, Senior Market Advisor, National Underwriter, AALU and Journal of Financial Service Professionals. His speaking experience includes Forum 400, Clinic for Advanced Professionals, AALU and LIMRA Advanced Sales Forum.
Prior to joining MetLife, Andrew was an Advanced Markets Consuultant at Mutual of Omaha and Principal Financial Group, where he specialized in business and estate planning.
Andrew obtained his B.S. from Midland University and received honors as an Academic and Athletic All-American. He was inducted into the NAIA Athletic Hall of Fame in May of 2007.
He obtained his Juris Doctorate(JD) from Drake University Law School in Des Moines, Iowa where he was a member of the Dean’s List. After passing the Iowa Bar exam, Andrew served as an Assistant County Attorney and Iowa Assistant Attorney General before beginning his career in Advanced Markets. He has also served as the Chapter President of the Des Moines Society of Financial Service Professionals and on the National Board for the Society of Financial Service Professionals.