Sunday, May 3
                                                             
2:00pm – 3:15pm      
             
Premium Financing – The Good, the Bad and the Ugly; and the Alternatives (BIEP)
Location: Washington 5-6
Thomas Commito and Dean Chatlain
Sponsored by:  Lincoln Financial Distributors
                                    
Split the Policy and Spare the Dollar – Life (Sales) After the Final Split Dollar Regulations (BIEP)
Location: Washington 3-4
Jerome F. Weihs,JD, CPA, CLU, ChFC
Sponsored by:  Sun Life Financial

3:30pm – 4:45pm                   

Incorporating Asset Protection in Your Estate and Financial Planning (BIEP)
Washington 5-6
Lori Epstein, Kenneth Cymbal, Jeffrey Jenei
Sponsored by:  MetLife

409A SERPs – The Perfect Sale in Turbulent Times (BIEP)
Location: Washington 1-2
John Gephart
Sponsored by:  UNIFI

Dollars Today, Legacies Tomorrow (CP)                 
Laction: Washington 3-4
Richard Olewnik and Elizabeth Lindsay-Ochoa
Sponsored by:  AXA

Monday, May 4

1:45pm – 3:00pm      
             
Valuation of Life Insurance Contracts in the Life Settlement Era (BIEP)
Location: Maryland A-C 
Keith Buck, Terri Getman, John Boxer

Important Technical Knowledge for Success in the Life Settlement Era (BIEP)
Location: Virginia A-C
Andrew Graves and James Magner

Premium Financing – What Can and Has Gone Wrong:  Best Practices (BIEP)
Locations: Washington 5-6
Bryan Schick

COLI vs. Mutual Funds in the Context of NQDC and Down Markets (NQP)
Location: Washington 1-2
Todd Chambley

BOLI Panel Discussion (NQP)                                             
Location: Washington 3-4
Mel Todd, Bryan Keene, Vincent Burke, Ron Laeyendecker

Not So Basic Uses of Life Insurance in Qualified Plans (QP)
Location: Delaware A-B
April Caudill and Mary Read

3:15pm – 4:30pm              
     
Multi-Generational Split Dollar (BIEP)
Location: Washington 1-2
Don Jansen and Neal Groff

Transition Event Planning for Business Owners and Related Premium Funding Opportunities (BIEP)
Location: Washington 5-6                              
George Albright and Luther Lockwood

BOLI Panel Discussion (NQP)                                             
Location: Washington 3-4
Mel Todd, Bryan Keene, Vincent Burke, Ron Laeyendecker

Proposed Treasury Guidance on Substantial Risk of Forfeiture in 457(f) Plans (ineligible deferred comp) Plans for not-for-profits) (NQP)
- Memo- Explanation of Spreadsheet
- M. Laing- White Paper- 457 Outline
- AALU Example
Location: Delaware A-B
Michael Laing and Michael Nolan

Distribution Planning (QP)
Location: Virginia A-C                                         
 Andy Fair

Life Insurance in the Charitable Arena (CP)            
Location: Maryland A-C
Kelly Kidwell

Tuesday, May 5

8:00am – 9:15am                   

Succession Strategies for Insurance Firms (BIEP)  
Location: Virginia A-C                                   
Virginia Collins
                                               
Fundamental Application of Insurance Company Captives in Relation to Estate Planning (BIEP)
Location: Maryland A-C
Tim Voorhees and Jay Adkisson

Broker Compensation Disclosure (NQP)                 
Location: Washington 1-2
Charles Steinberg, Brian Ellerman and Debbie O’Neil

Current Opportunities and Challenges in COLI Financed NQDC (NQP)
Location: Washington 3-4
Gwen Middeke, Bud Schiff and Deanna McMahon

Proxy Statement Disclosure of Executive Compensation & Benefits (NQP)
Location:   Washington 5-6
Brent Longnecker, Dean Nance, Lee Nunn

Wednesday, May 6

7:45am – 9:45am                     

Super Session:  What’s Hot, What’s Not…
Handouts-2              
Location: Marriott Salons 2-3   
Lawrence Brody and Stephan Leimberg