Contemporary Life Insurance Issues plus "Quality Life Planning vs Financial Planning. Taking the IF out of Life."
About the talk:
Types of Coverage:
- Term
- Whole Life
- Variable Life
- Universal Life
- Variable Universal Life
- Indexed Universal Life
Policy Illustrations
Rating Agencies
Insurance
CFP
Learning Objectives: Provide insurance solutions needs based direction to clients.
Provide retirement objective solutions - quality life planning.
Help clients make logic based decisions verses emotional based.
Discuss and explain contemporary life insurance issues.
Distinguish between various types of life insurance products, costs relative to clients.
Level of Complexity: Intermediate
Accounting CPE Earn 1 CPE credit for this session
Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org
Members will register by accepting the electronic invitation. If you are unable to attend please decline the electronic invitation.
Provide retirement objective solutions - quality life planning.
Help clients make logic based decisions verses emotional based.
Discuss and explain contemporary life insurance issues.
Distinguish between various types of life insurance products, costs relative to clients.
Program Level: Basic
Speaker bios:
Michael W. Halloran is a Wealth Management Advisor with Northwestern Mutual and has been in the financial services industry for over 40 years. In addition, Mr. Halloran is an Estate Strategies Group Advisor and is part of the Estate Business Planning Specialist Study Group. In 2015, Mike was elected into the NAEPC Estate Planning Hall of Fame® and Honored as an Accredited Estate Planner® (Distinguished) designee by the National Association of Estate Planners & Councils. Mike has two master degrees and eight professional designations. Mike taught at the University of North Florida for over 14 years.
Mr. Halloran guides clients in reaching financial security from every aspect through long-term relationships that are based on value and integrity. His approach to financial planning involves analyzing, planning, and implementing customized strategies. He is committed to providing comprehensive, integrated financial plans that reflect the clients’ values and support their lifelong goals. More specifically, Mr. Halloran’s expertise lies in estate and business planning for individuals and businesses.
Mr. Halloran can be reached through his website www.mike-halloran.com, by phone (877) 851-8242, or email mike.halloran@nm.com.
Shane Westhoelter is CEO of Gateway Companies, Gateway Financial Advisors, Inc., Gateway Insurance Group, Inc. and Gateway Insurance Solutions, LLC. He is a Registered Representative, and a Registered Investment Advisor Representative with Cambridge Investment Research, Inc. Shane has helped over 250 Financial Advisors as a business performance coach and is recognized as a national speaker for the financial services industry. He is a Published Author for Insurance Selling Magazine, Society of Financial Service Professionals, and Financial Planning Magazine. Shane was a lifetime Missouri resident, prior to his move to California.
Starting as an independent insurance agent in 1988, Shane went door to door to establish his client base. In 1990, he established Gateway Financial Advisors, Inc. as an Insurance Agency and an Independent Registered Investment Advisory Firm, which expanded nationally to over 200 office locations, with over $20 Million in Revenue and $2 Billion of Assets Under Management. In addition he is founder and CEO of Gateway Insurance Group, Inc. the independent P&C offices of Gateway and Gateway Insurance Solutions the fixed insurance brokerage division of Gateway with over 2000 insurance brokers.
Shane holds the following designations: Accredited Estate Planner, (AEP), Chartered Life Underwriter (CLU), Registered Financial Consultant (RFC), Long Term Care Professional (LTCP), Life Underwriter Training Counsel Fellow (LUTCF), and Qualified Financial Professional (QFP).
He is a member of the following industry organizations: National Association of Insurance and Financial Advisors (NAIFA), Tri-Valley Estate Planning Council (EPC), International Association of Financial Planners (IAFP), Financial Services Institute (FSI), Society of Financial Service Professionals (SFSP), Financial Planning Association (FPA), Qualified Financial Planners (QFP), Association, General Agency Managers International Association (GAMA), Million Dollar Round Table (MDRT), and Long Term Care Professional Association (LTCP).
Through out his career he has served in many responsible positions for organizations in the industry as well as community organizations. Most recently he served on the following boards: University of Berkley CA – HOS Business School and the Business Extension CFP Program, the National Association of Insurance and Financial Advisors, the National board of Estate Planning Councils, and the Local Chapter of Society of Financial Service Professionals.
His past awards and accomplishments include: Two Million Dollar Award 1996, Five Million Dollar Award 1999, National Quality Award 1998 - 2002, Leadership In Life Institute Graduate 2003, Million Dollar Round Table1996-2006, Court of the Table 2006 – 2010, Top of Table 2011-2016, Financial Advisor of the Year Award, St. Louis Missouri 2006, Financial Advisor of the Year Award for State of Missouri 2006, Board Advisor of the Year Award 2007, Hall of Fame Award 2008 - St. Louis NAIFA, 2008 Award of Excellence by the HOS Business School at Berkley University of CA.
In his spare time Shane likes to Run, Bike, Hike, Swim, and Dine out.
