XPX Tri-State New York: Creating a Strategic Plan to Maximize Value

Private Placement Life Insurance:

A Unique Strategy Utilized in Business Succession Planning

Too often, business succession planning is pushed to the backburner.  At times, it may seem daunting or even depressing as a business owner plans for someone else to take over their business. We will discuss how Private Placement Life Insurance may be leveraged to maximize wealth accumulation and deliver tax efficiencies.

Our Speakers:

Karen B. Meck - President, MT

Karen has over twenty years of experience working with high net worth clientele specializing in tax planning.  She has served as a national tax consultant for a variety of firms and has gained her experience working with individuals, financial institutions, law firms, accounting firms and M Financial firms.  As President and Chief Executive Officer of KBM Consulting, Karen utilizes her extensive tax background to help companies enhance their own services.  In addition, Karen provides expertise in the areas of estate planning, wealth transfer, retirement planning, and business continuation for both the public and private sectors. Karen earned a Master of Taxation degree from University of Denver, Sturm College of Law, as well as a Bachelor of Science degree from Millersville University. She is licensed in Life, Health, and Disability.

Eric Hieber - Principal, BCG

Eric is a Principal for BCG Companies. He oversees the case design team and is responsible for developing and managing client relationships in both the wealth transfer/estate planning and nonqualified executive benefit planning markets. In addition, he works directly with our clients and their advisors to design, implement and administer customized plans to meet their specific needs. Eric began his association with BCG Companies in 1993 after earning a BS in Mathematics from the University of Richmond. He is currently a registered representative of M Financial Holdings and is an active member of the Association for Advanced Life Underwriting.