Speaking Engagements

Financial Services in CPA Firms, Curses & Blessings

Presentation Date:  Thursday, November 18, 2010/Summit Dates:  November 17-18, 2010

Accounting Today's Growth & Profitability Summit 2010 - Wynn Hotel in Las Vegas, NV - This summit is the most comprehensive event in the industry, giving participants a wealth of information on what they can do today to build a stronger and more efficient business.  CLICK HERE for the agenda and to register.    

Life Insurance - More Valuable Than You Thought!

Tuesday, April 20, 2010  – 1 CPE credit

National Association of Certified Valuation Analysts

Traditionally, life insurance uses are limited to offsetting estate taxes, family protection or the financial impact associated with the sudden passing of a key executive. The policy often is overlooked in a business valuation and divorce situation.  However, monetizing life insurance assets can assist in freeing up additional hard assets as well as provide cash-flow, thus potentially helping bridge the gap on a divorce settlement or financing the family business through a troubled time. 

Financial Services in CPA Firms, Curses & Blessings 

Presentation Date:  Thursday, November 18, 2010/Summit Dates:  November 17-18, 2010

Accounting Today's Growth & Profitability Summit 2010 at the Wynn Hotel in Las Vegas, NV 

This summit is the most comprehensive event in the industry, giving participants a wealth of information on what they can do today to build a stronger and more efficient business. 

Life Insurance and Divorce Issues
Tuesday, December 8, 2009 – 1 CPE credit
National Business Institute

Life insurance is a topic with a multitude of applications from the basic uses for income protection to highly sophisticated estate planning tools. The course will concentrate on specific issues with relationship to divorce situation, such as unique QDRO issues, Sec 72 (t) in QDRO, beneficiary and ownership designations in divorce, premium financing, gift tax, pension plans, insurable capacity and life settlements.

Reducing Risk and Increasing Income in Today’s Economy: Non-Traditional Uses of Life Insurance and Annuities
Thursday, November 5, 2009 – 1 CPE credit
National Business Institute
Life Insurance is an asset class. Mr. Zey will examine the uses of life insurance in estate and income distribution planning from liquidity, preservation, hedge, capital transfer (another asset class), how to pay large premiums, and gift tax issues. Mr. Zey will use real life examples and cases. This session will allow you to increase your knowledge and awareness of life insurance and its valuable estate and charitable planning uses.

Life Insurance Latest Update on Products and Uses: What the CPA Needs to Know
Tuesday, October 27, 2009 – 1 CPE credit
National Business Institute
The course will concentrate on a general overview of modern life insurance environment and specific issues regarding estate planning, income planning and charitable planning for your affluent clients in today’s economic situation. Mr. Zey will review the basics of a life insurance policy to complex issues in the areas of taxation, estate planning, succession planning, economics, a brief discussion on ILIT’s, risk management, premium financing, life settlements and more!

Thursday, September 24, 2009 – 8.00 CPE credits - Including - Administrative Practice
LIVE national webcast –Click here to order the video On Demand!
Life insurance is an essential piece of most high net worth client's financial profiles. During this live webcast, Igor Zey explores all aspects of life insurance from the types of policies, carrier information to sophisticated tools. Mr. Zey describes how life insurance planning is applicable in estate planning, income strategies and charitable planning using the actuarial arbitrage technique. Mr. Zey discusses other current life insurance topics such as life insurance in divorce issues, premium financing and life settlements.

Family Law From A to Z
September 2, 2009
National Business Institute
San Bernardino, CA
When families run into difficulties, they are dealing with highly emotional situations that may cloud their judgment and prevent them from making rational long-range decisions. It is the family law attorney’s job to help clients through family law issues with knowledge, insight and compassion. Join us as we explore legal updates, procedural tips and problem solving strategies critical to family law success.

Advanced Life Insurance Planning
June 23, 2009
Zey Insurance Group and Brentwood Alliance
Beverly Hills, CA
Igor Zey and the Brentwood Alliance team will present a general overview of the modern life insurance environment and specific issues relating to estate planning, income planning and charitable planning. This session will allow you to increase your knowledge and awareness of life insurance and its valuable estate and charitable planning uses. This event is invitation only. Please contact our office if you would like additional information.

Sophisticated Uses of Premium Financing Vehicles
February 9-10, 2009
Lido Consulting 4th Annual Investment Symposium
Beverly Hills, CA
Igor Zey discusses a variation of Premium Finance that is believed to offer more of the advantages associated with Premium Finance and effectively mitigate the risks of borrowing. NIW LIFE Strategy™ is a form of Premium Finance aimed to assist high net worth clients (clients with a net worth in excess of $10M) in obtaining genuinely needed life insurance for estate planning purposes. The concept also has applications in key-man insurance, buy-sell agreements and executive benefits. NIW predominantly focuses on clients below the age of 70.
The client can get needed insurance using assets as collateral and NOT have to liquidate assets to pay premiums and/or interest. If the design delivers on this, then the client gets the benefit of insurance but without incurring the prohibitive costs that might have previously deterred them from purchasing it.

Life Insurance and Divorce - What CPAs and Attorneys Need to Know
February 4, 2009
State Bar of California - Family Law Study Group Meetings
Beverly Hills, CA
Couples facing divorce are consumed with difficult issues that lead to major changes in each spouse’s financial circumstances. Zey Insurance Group addresses various financial planning techniques as they relate to life insurance, annuities, various trust arrangements, premium financing, life settlements, gift tax, pension plans, and insurable capacity that will benefit both parties during these challenging times.

Life Insurance Actuarial Arbitrage -webcast
February 03, 2009
California Society of CPAs
Los Angeles, CA
Life insurance is an essential piece of most high net worth client’s financial profiles. During this webinar, Igor Zey will share some simple and some sophisticated techniques for clients in obtaining additional life insurance, increasing retirement income, and implementing estate and charitable plans. Mr. Zey will guide you through the actuarial arbitrage strategies starting from a basic overview of how life insurance and annuities operate followed by demonstrating the process and tools needed, using real life examples and cases. This session will allow you to increase your knowledge and awareness of life insurance and its valuable estate and charitable planning uses.

Here Comes the…Divorce? Life Insurance and Financial Planning Issues in Divorce
January 30, 2009
California Society of CPAs
Los Angeles, CA
Couples facing divorce are consumed with difficult issues that lead to major changes in each spouse’s financial circumstances. Igor Zey addresses various financial planning techniques as they relate to life insurance, annuities, various trust arrangements, premium financing, life settlements, gift tax, pension plans, and insurable capacity that will benefit both parties during these challenging times.

Life Insurance and Divorce - What CPAs and Attorneys Need to Know
January 13, 2009
State Bar of California - Family Law Study Group Meetings
Sherman Oaks, CA
Couples facing divorce are consumed with difficult issues that lead to major changes in each spouse’s financial circumstances. Zey Insurance Group addresses various financial planning techniques as they relate to life insurance, annuities, various trust arrangements, premium financing, life settlements, gift tax, pension plans, and insurable capacity that will benefit both parties during these challenging times.

Life Insurance Issues in Divorce
October 29, 2008
California CPA Education Foundation - Resort CE Week
San Luis Obispo, CA
Life insurance is an asset class. There are numerous overlapping complexities regarding life insurance issues in the areas of taxation, economics, emotional impact, and risk management. This course concentrates on a general overview of the modern life insurance environment and some of the specific issues in relationships and divorce situations. Major topics include unique QDRO issues, financial negotiations during divorce, beneficiary and ownership designations in divorce, and gift tax and transfers.

Life Insurance World: What the CPA Needs to Know
October 28, 2008
California CPA Education Foundation - Resort CE Week
San Luis Obispo, CA
The session gives a general overview of traditional and esoteric uses of insurance products in estate planning and wealth distribution strategies for older clients. This session is designed for CPAs and tax attorneys in need of sophisticated tools to evaluate applicability of life insurance and annuities in estate planning, income planning and charitable planning for their affluent clients.

Life Insurance World: What the CPA Needs to Know
August 22, 2008
California CPA Education Foundation
Anaheim, CA
The session gives a general overview of traditional and esoteric uses of insurance products in estate planning and wealth distribution strategies for older clients. This session is designed for CPAs and tax attorneys in need of sophisticated tools to evaluate applicability of life insurance and annuities in estate planning, income planning and charitable planning for their affluent clients.

Actuarial Arbitrage in Estate Planning
December 10, 2007
California CPA Education Foundation - Top 10 Things Financial Planners Need to Know about Estate Planning
Santa Monica, CA
Designed for CPAs and tax attorneys, this course gives a general overview of traditional and esoteric uses of life insurance and annuity products, with an emphasis on determining their applicability to estate, income, and charitable planning for older, affluent clients.

Life Insurance and Actuarial Arbitrage in Older Generations
August 16, 2007 - August 17, 2007
Trusted Advisors - 2007 Trusted Advisors Lead Consultant Advisory Group Meeting
New York, NY

Life Insurance and Actuarial Arbitrage in Charitable Planning
May 30, 2007 - June 1, 2007
Planned Giving Roundtable of Southern California - 2007 Western Regional Planned Giving Conference
Costa Mesa, CA
The talk shows how using life insurance and annuities is a financial planning tool that creates a much greater after-tax cash flow and greater transfer to heirs (the charity) than other traditional investment techniques.

Life Insurance and Actuarial Arbitrage in Charitable Planning
February 4, 2005
Equitable Agents Reinsurance Company
The talk shows how using life insurance and annuities is a financial planning tool that creates a much greater after-tax cash flow and greater transfer to heirs (the charity) than other traditional investment techniques.

Managing Client Relationships and Expectations
January 10, 2005 - January 12, 2005
American Institute of Certified Public Accountants
National Personal Financial Planning Technical Conference
Fajardo, Puerto Rico

Annuity Straddle, Premium Financing, and ESPOs Sales Ideas
October 8, 2003
Paramount Planning Group
Best Practices Meeting

Dream and Achieve
May 12, 2003 - May 13, 2003
2003 Midwest Centurion Conference
Chicago, IL

Executive Compensation
June 10, 1999 - June 11, 1999
The Institute for Professional Advisors
The Financial Advisory Educational Conference
Los Angeles, CA

Insurance Strategy Update
May 23, 1999 - May 26, 1999
American Institute of Certified Public Accountants
Practitioners' Symposium
Phoenix, AZ
This talk covers the basics of variable life insurance and variable annuities, recent trends in the industry, and where the industry is headed.

So You Don't Want to do it Yourself: How to Build a Strategic Alliance Panel
November 10, 1998
California CPA Education Foundation
Financial Planning and Investments Conference
Burbank, CA

The Role of Life Insurance in Modern Society
September 16, 1996 - September 17, 1996
Russian-American Investment Forum
Marina Del Rey, CA

Financial Fitness Profile
June 9, 1996 - June 11, 1996
American Institute of Certified Public Accountants
Practitioners' Symposium
Las Vegas, NV

Executive Compensation for the Professional Using Split Dollar and Charitable Remainder Trust
April 25, 1995
Westside Association of Life Underwriters
April General Meeting
Los Angeles, CA

Dual Corporate Split Dollar for the Professional
June 2, 1994
Estate Planning Council, Western Operations
San Diego, CA

Asset Protection Planning
July 24, 1992
Huntington Hospital
Pasadena, CA
This talk focuses on laws that can protect one's assets and prevent a financial code blue.

Four Possible Tax Remedies for the Highly Compensated, Frequently Overfunded Pension Client
August 13, 1990
California Society of Certified Public Accountants
Pasadena Discussion Group of the Los Angeles Chapter
Pasadena, CA