High End Life Insurance Planning

Type:	Speaking Engagement
On January 6, 2012, Michael Mingolelli, Jr., Esq., Kurt Steinkrauss, Esq. (Mintz, Levin, Cohn, Ferris, Glovsky and Popeo), and Randy Zipse, JD, (John Hancock Life Insurance Advanced Markets) spoke at the 13th Annual MCLE New England Estate Planning Conference. They spoke regarding how GRATS and sales to defective trusts can be used to fund life insurance premiums effectively; how to structure insurance plans that maximize the leverage of life insurance in the context of the generation-skipping transfer tax; how to structure, fund, and exit private split dollar plans.

Pinnacle Financial Group
Reservoir Corporate Center
144 Turnpike Road, Suite 110, Southborough, MA 01772 P. 508.875.7431 F. 508.626.1591

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Pinnacle Pension Consultants, LLC. Pinnacle Financial Group and Pinnacle Pension Consultants, LLC are independently owned and operated.