1423 Tilton Road, Northfield, NJ 08225                                                                                                                                                                                                                      
609-380-4918

Seminar

On May 15, 2019

19-06 SJW 05/15/19 Premium-Financed Life Insurance

$ for Member
$ for Non Member     Become Member

Seminar Topics:

  • Introduction
  • Traditional Premium Finance
  • The New System
  • The Prestige Strategy - Corporate Sponsored Plan
  • The Prestige Strategy - Company Owned Life Insurance Plan (COLI)
  • The Prestige Tax-Free Income Design (2 Illustrations)
  • The Prestige Key Employee Retention Design (1 Illustration)
  • The Prestige High Net Worth Estate Planning Design (2 Illustrations)
  • Charitable Design (Y20) (1 Illustration)

 

 

 

Start: May 15, 2019 06:00 pm
End: May 15, 2019 08:00 pm
Course Objective To learn and ask questions about Premium-Financed Life Insurance
CPE Hours 2/0
Level Basic
Prerequisites None
Field of Study Insurance

Audubon, NJ

Audubon, NJ
Phone
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Organized By: NJAPA
NJAPA has always been dedicated to increasing and maintaining a high standard of proficiency and integrity among its members; cultivating a spirit of professional cooperation among its members; and establishing good will and understanding between the public and the membership.
Address: 1423 Tilton Road, Unit 1
Northfield
US, 08225
Phone: 609-380-4918
Email: nj_apa@comcast.net
Website: http://njapa.info
Melvin Chilewich

Melvin Chilewich, JD has had a successful career through over 50 years in the legal and financial services industries. He has authored and published numerous articles on financial, legal and investment topics. He is a frequent presenter of workshops throughout the region on the universal requirements for effective financial solutions for today's retirement and estate planning needs, as well as for income and asset protection. The goal is to preserve assets and maximize financial and insurance organizations. Melvin attributes much of his success to his past experiences as an attorney, international businessman and trade consultant. Melvin is a member of the new York and New Jersey State Bars, was three-time President of the South Jersey Chapter of the National Association of Insurance and Financial Advisers (NAIFA) and then served as the President of New Jersey State NAIFA organization. He was also an adjunct Assistant Professor of International Marketing at a leading university in Philadelphia. He recently served as the Chairman of the Board of Trustees of Genesis Economic Self-Sufficiency Program, Camden, NJ. He is involved in numerous civic activities. Melvin is married, has three children and ten grandchildren. He resides in Cherry Hill, New Jersey. (Mr. Chilewich is retired from the practice of law. He is a Registered Investment Advisor in NJ)

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