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NAIFA - North Metro March Meeting
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When: Thursday, March 8, 2018
11:00 AM
Where: Bunker Hills Golf Club
Contact: Brenda Roux

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11:00 - 11:30am  Networking
11:30 - 12:00pm  Meeting Begins & Lunch is Served
12:00 - 01:00pm  CE Presentation

Life Insurance & Estate Planning Update

It’s estimated that only 51% of Americans age fifty-five to sixty-four have completed their estate plan. That number increases to 64% for people between forty-five and fifty-four years of age. This “ostrich” approach to estate planning will have a very real effect on the family members these clients leave behind. This is particularly true for those with estates that may be subject to state or federal estate taxes. Fortunately for those working with a financial professional, there is an individual who can give them a “push” to complete this incredibly important step in their financial plan. This course will include a federal and Minnesota state estate tax primer and 2016 update. The course will show how life insurance plays an integral part in planning for illiquid estates and how to shield a life insurance policy from estate taxes. The course concludes with some issue-spotting tips that will help you to determine when there is an estate planning issue for your client, and will show you how to use estate planning to meet new prospects and strengthen your existing client relationships.


Philip Ruce, Stone Arch Law Office, PLLC

Philip Ruce

Philip J. Ruce is a Minneapolis estate planning attorney. A veteran of a financial services career that began in 1999 and wound its way through two recessions and countless market booms and corrections, Philip places a premium on a high level of client service and loyalty. He has built his career on a foundation of frequent communication and deep respect for his clients’ desire to accomplish their goals — without wondering if their attorney shares their priorities. It is your family and your legacy; hire an attorney who is as committed to your dreams as you are.

Philip’s commitment to the estate planning field goes beyond his work as a legal representative and client advocate. A former professional trustee, Philip has worked on thousands of trusts and estates. He is a widely published academic and an adjunct professor of law at Thomas Jefferson School of Law, where he teaches classes on wealth management and financial services to LL.M. candidates.


There is no fee to attend this meeting.

CE Credits

Attendees will receive 1 MN Insurance CE Credit for attending this meeting. You will need to provide your license number in order to receive credit.

PCI Compliance: Do not email forms with credit card information. To protect your data and to comply with PCI standards, the office will not accept emailed credit card information.

Cancellation Policy: N/a

Audio/Video Policy: Registration and attendance at, or participation at association events, constitutes an agreement by the registrant to association’s use and distribution of the registrant or attendee’s image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities.

    National Association of Insurance and Financial Advisers of Minnesota

    1000 Westgate Drive, Suite 252, St. Paul, MN 55114
    Phone: (651)366-6091    Fax: (651)290-2266

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