WEDNESDAY, APRIL 13, 2011
7:30 am - 4:00 pm

Hilton Bellevue Hotel - Skyview Room (Level 2)
300 112th Avenue SE, Bellevue, WA
(Click here to get directions)

Now Eligible for 2 Hours of Continuing Education Credits

Join Barry, Michael, and Jim Ash, the founder of Ash Brokerage, for another full day of informative presentations and advanced planning concepts. You and your colleagues will be treated to a nice breakfast and tasty lunch while enjoying a series of intriguing presentations by some of our industry's most knowledgeable experts. The event is FREE to all advisors currently or considering utilizing the services of Ash Brokerage. But REGISTER SOON as advance registration is required, no walk-ins will be allowed and only 100 seats are available. Questions? Call us at (866) 870-2539.

DISCOUNTED ROOM RATES: If you wish to stay at the Hilton we have negotiated a rate of $139.00 per night. You can reserve your own room by clicking here or over the phone at (425) 455-1300. Let the Reservations staff know you are with the "Ash Life Forum Group" to receive the discounted rate.

Presentations Include:

BCRP is a unique strategy that combines the best attributes of traditional buy-sell techniques while allowing the business owner to set aside assets for retirement using permanent life insurance.

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Enjoy an overview of the estate planning opportunities that are available to your clients during 2011 with Lou, a favorite speaker from the 2008 Ash Life Forum. Topics include:

• Overview of the estate planning benefits contained in the "Tax Act of 2010"
• Tax saving techniques take advantage of lower asset values and historically low interest rates
• The value an ILIT (irrevocable life insurance trust) provides for estate tax liquidity
• How to adapt to changes in tax law while remaining responsive to a non-tax oriented family needs
• The importance of performing policy reviews on assets held in trusts

WAOIC Course #606857

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Steve is a frequent speaker on the national stage. Last year, he spoke at AALU's annual event. This year he is making his second appearance at MDRT's annual meeting. During his presentation, Steve demonstrates new ways to utilize cash value life insurance as a tax-favored self-completing solution to help business owners in a changing economic and tax environment:

• Retain their key employees
• Diversify their asset base
• Create a way to exit their businesses on their own terms

WAOIC Course #606845

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Underwriting should not a passive obstacle towards placement; it should be a partnership with the underwriter to get the best outcome for your clients. Rhyné will discuss the importance of:

• Understanding questions to ask prospects in order to obtain information that may "make" your sale
• Knowing your applicant and providing as much information to the underwriter as possible
• Acknowledging what underwriters need and how key information is used in the process
• Programs such as the Placement Improvement Program (PIP), which can improve a Table C rating to Standard, the Wellness Credit Program and Nationwide Internal Guidelines

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Dan is a Sr. Advanced Markets Consultant, providing advanced case design support in estate and business succession planning cases. Since 1985, he has been helping clients and their advisors with personal financial planning, business succession, deferred compensation, estate planning and qualified retirement plans. During his presentation, Dan will provide an overview of Private Financing strategies in today's financial environment.
WAOIC Course #601426

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Sponsored by:
                   

Ash Brokerage of Seattle
720 Olive Way, Suite 1050 | Seattle, WA 98101 | Toll Free: (866) 870-2539 | Local: (206) 347-1033
www.ashbrokerage.com