Yale Club Insurance Study Group is inviting you to a scheduled Zoom meeting. Join Zoom Meeting https://zoom.us/j/98600999644?pwd=ck9rTnZzMUdWTGVMWC80bS9vZkYzQT09 Meeting ID: 986 0099 9644 Passcode: 133638 . Our planned speaker, Alan Gassman, unfortunately had to postpone his presentation on the EstateView software product. In his place, Richard Harris will begin the evening with a short presentation on Intergenerational Split Dollar....
Please join us for an in-person meeting of the Yale Club Insurance Study Group at the Yale Club. The speaker for the evening will be Lauren Goodwin, CFA. Lauren is the Chief Market Strategist and Economist for New York Life Investments. Her professional focus on the fundamentals underpinning investment decision making should provide fascinating insight...
Yale Club Insurance Study Group is inviting you to a scheduled Zoom meeting. Join Zoom Meeting https://zoom.us/j/98600999644?pwd=ck9rTnZzMUdWTGVMWC80bS9vZkYzQT09 Meeting ID: 986 0099 9644 Passcode: 133638 Topic: Our meeting via Zoom next Monday will focus on two topics: CONNELLY v. UNITED STATES: We will discuss the ramifications of the unanimous decision of the Supreme Court to uphold a...
Yale Club Insurance Study Group is inviting you to a scheduled Zoom meeting. Where Do We Go From Here? What Does PHL (Problem?) Mean to the Insurance Industry? How Can We Help Our Clients? Zoom Meeting, August 12 5pm EST CLICK HERE TO VIEW DISCUSSION MATERIALS FOR THE CALL. YCISG will welcome guest Bobby Samuelson as a participant...
We are moving the in-person meeting to October. Yale Club Insurance Study Group is inviting you to a scheduled Zoom meeting. Join Zoom Meeting https://zoom.us/j/98600999644?pwd=ck9rTnZzMUdWTGVMWC80bS9vZkYzQT09 Meeting ID: 986 0099 9644 Passcode: 133638 Topic: YCISG Meeting Meetings in this series for 2024: Time: Feb 5, 2024 05:00 PM In Person at Yale Club Mar 4,...
IUL: FACT VS. FICTION Our meeting via Zoom next Monday will focus on the topic of Indexed Universal Life Insurance (IUL) and will feature guest speaker Roccy DeFrancesco. Mr. DeFrancesco authored the book Bad Advisors: How to Identify Them and How to Avoid Them, is the founder of the Wealth Preservation Institute, and a co-founder of The...
