Integrating Life Insurance with Trust & Estate Planning - A New Methodology

The Greater New Jersey Estate Planning Council, Inc. is a member of the National Association of Estate Planning Councils (NAEPC). The Council consists of various professionals involved in the many facets of estate planning, as well as financial, charitable and philanthropic, investment and insurance planning. Our Council invites allied professional, involved in any of these or related fields/industries, to apply for membership. Our members include: attorneys, accountants, investment professionals and advisors; financial planners, advisors and consultants; trust officers, business valuation professionals, insurance, professionals; nonprofit development professionals, home healthcare and senior care providers, and other related professionals.Through its monthly presentations the Council offers a forum within which to learn from each other and from industry leaders about planning techniques, current events, and shared experiences pertaining to the many disciplines of estate planning. Continuing education credits are often provided for CPAs , CFPs,  NJ Attorneys and NJ Life Insurance practitioners.Our meetings provide the opportunity to visit with friends and establish new relationships in the New Jersey/New York financial and estate planning community. Non-members are welcome to attend our meetings to learn more about the organization and attend presentations of special interest.

Greater New Jersey Estate Planning Council, Inc

Integrating Life Insurance with Trust and Estate Planning - A New Methodology

Perhaps there are some estate planning professionals who would argue that life insurance doesn’t belong in an estate plan. What is more certain is that estate planning professionals have forever viewed life insurance in many ways, ranging from very bad to very great. Regardless of which view you have – life insurance has ranged from a necessary evil, a bad investment, and many more negative perceptions, to that of a valuable, high rate-of-return asset, and a powerful multidimensional financial vehicle that enhances an estate plan. However, in recent years, life insurance has come to play a very different role, not just inside and outside the estate plan, but in the financial world. Non-traditional uses and applications of life insurance, new and modern thinking, and more sophisticated planning, for many, have given a new life to one of the oldest financial products in the world.

In the estate planning and professional advisor community, many well-known and well-respected experts have always viewed life insurance far differently than the masses have. While trusts have long been the most common wealth shifting and transfer tool in the estate planning world, and they also can provide tremendous asset protection benefits as well – for the most part, trusts are a major part of the overall estate plan. In a very special presentation, NAEPC Hall of Fame member, Vincent D'Addona, MSFS, CLU®, ChFC®, CFP®, CExP®, RICP®, AEP® will share some very new and exciting strategies and techniques that can take trusts and estate planning to an entirely new level!

Mr. D’Addona has forty years of experience in the advanced estate planning and life insurance planning arena. He is not simply an expert, but is widely known as "the experts’ expert." He is nationally known in the Estate Planning and Business Exit Planning front as well as in the macro-economic positioning of life insurance for businesses and individuals. Mr. D’Addona is going to show us how he utilizes life insurance to obtain incredible results inside the estate and trust planning environment, which can create and enhance wealth for our clients, and provide for substantial income tax savings as well. He has spoken on these topics for many industry organizations on the national stage and in national forums and conferences, including the Association for Advanced Life Underwriting (AALU) Annual Meeting, and the Forum400 (Formerly International Forum), and the Million Dollar Roundtable (MDRT) Annual Meeting.

Mr. D’Addona is an active member in a number of industry organizations, including the Society of Financial Services Professionals, the National Association of Insurance and Financial Advisors, the Forum400, the Association for Advanced Life Underwriting, and the National Association of Estate Planners and Councils where he is a member of their Hall of Fame. He has a BA in Biochemistry, from Cornell University, and a Master of Science, Financial Services, from The American College. Mr. D’Addona is also a former Vice President, and Past-President of The NYC Chapter of the Society of Financial Service Professionals, and was a member of the Board of Trustees of the Estate Planning Council of NYC.

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Integrating Life Insurance with Trust & Estate Planning - A New Methodology

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