Estate Planning with Life Insurance

Date: Wednesday, December 8, 2021
Time: 12:00pm - 1:00pm
Location: Zoom Meeting
Speaker: Terry Horan, Greg Hoernschemeyer, and Andrea Costa

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"Life insurance is one of the only tax shelters left."
-Natalie Choate
Join us for a webinar on December 8th with guest presenters Terry Horan, Greg Hoernschemeyer, and Andrea Costa who bring combined experience of almost 90 years in complex estate planning with life insurance.
 
Attendees will learn more about:
  • Trustee's ongoing duty to manage the policy - What to look for in a life insurance policy review.
  • 2021 Legislative Update - Grantor ILIT or Non-Grantor ILIT?
  • Trust Modification Options When Flexibility is Needed
  • Trends in Life Insurance Industry
 
Event Details
 
Date:
Wednesday, December 8, 2021
 
Time:
12:00 PM - Program Start
1:00 PM - Adjourn
 
Cost:
Members - FREE!
Non-Member - $15
New Professional - FREE
 
Live Zoom Program:
Login information and individual invitations will be sent to those registered prior to the event.
 
Deadline to Register:
12:00 PM ET, Monday, December 6th
 
Note: refunds will not be given for cancellations received after the deadline.
 
 
´╗┐2021-2022 Season Sponsor
We are proud to welcome the
´╗┐Greater Cincinnati Foundation back as our season sponsor!
 
APPROVED Cont. Education Credits
 
CFP
CPA
KY Legal
OH Insurance
 
PENDING Cont. Education Credits
 
OH Legal
About the Speakers
Terence L. Horan, CLU, ChFC, CAP
President & CEO, Registered Principal
HORAN
 
Terence L. Horan, President & Chief Executive Officer, leads an energetic and focused team to deliver the most current and comprehensive health, wealth and life services. Terry says, “My area of expertise has always been related to helping families transition well from one generation to the next. Since 1973, I have designed and implemented sophisticated products to actualize that transition. As time has passed, the HORAN team has grown. One of my most important roles is making sure that our team has the right tools to improve outcomes for our clients.”
Gregory L. Hoernschemeyer, CLU
Senior Vice President, Registered Representative
HORAN
 
Gregory L. Hoernschemeyer, CLU, Senior Vice President, is both a personal advocate and an insurance consultant for individuals and businesses. Greg helps clients successfully navigate the complex world of life, disability and long-term care insurance products. He brings a fresh perspective and knowledgeable discipline to a subject matter that many view with apprehension, in order to provide better care and greater security.
Andrea D. Costa, Esq.
Vice President, Financial Planning
HORAN
 
Andrea Costa, Vice President of Financial Planning, works with executives and other professionals, closely held business owners and families with multigenerational wealth to develop and implement a comprehensive financial plan that protects their loved ones as life’s seasons change. Andrea spent nearly a decade in the private practice of law and has extensive experience with financial planning, business succession planning, complex estate tax strategy and dispute resolution. Where appropriate, Andrea collaborates with other industry professionals such as attorneys, accountants and private banking representatives to reach consensus on priorities and strategy across a client’s advisory team. Andrea’s unique background makes her a valuable partner for families and businesses hoping to repair connections, resolve conflict and develop a common approach.

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