Sign Up For Our Email Newsletter:
 

Multigenerational Values Based Wealth
Succession Planning

 


2010 National Advisors Conference Meeting Overview
M Financial Group’s National Advisors Conference (NAC) is an educational and marketing forum for Member Firms and their Advisors, featuring current legal, tax, insurance, and investment topics affecting affluent and corporate clients. Attendees will benefit from informative sessions focused on managing the complex needs of clients as well as the changes within the tax and legal environment.
NAC is a great opportunity for Member Firms to strengthen relationships with Advisors, while promoting the expertise and capabilities within your Firm. In addition to the informative conference sessions, afternoons will be reserved for attendees to enjoy golf and other relationship building activities.
Member Firms and their Advisors are invited to this spectacular event taking place March 1-4 at The Fairmont Turnberry Isle Resort & Club in Aventura, Florida, just 15 miles north of Miami.

Program
Exceptional speakers will address a collection of vital topics significant to our industry, including:
Recent Rulings Regarding Life Insurance Insurable Interest The State of the Life Insurance Industry Product Selection in our New Economy Washington Update from Andy Friedman Planning Opportunities Using Life Insurance Split-Dollar for the Ultra Wealthy Client

  

Activities
Following the Tuesday and Wednesday morning sessions, attendees will have the opportunity to play golf on one of the hotel’s two on-property golf courses, which have been recently redesigned by World Golf Hall of Famer Raymond Floyd. Both championship courses from tee to green have been transformed and the results are nothing short of spectacular. The Soffer and Miller courses offer 36 holes of character and a fair test for all skill levels. A limited number of golf tee times have been reserved for Tuesday and Wednesday afternoons.
Attendees not playing golf have the option to register for recreational activities including an everglades adventure tour, Biscayne Bay Hydrobike and Kayak trip, Cuban Heritage Tour, and Great Discoveries on the Bay: A Kayak Journey of Chequescha Bay.

Breaking News Archive

Recession Casualty
Premium financing gets whacked as credit is squeezed.
Learn More

Proposed–The Bill, HR 436 was introduced by Congressman Earl Pomeroy (D‐ND) as the “Certain Estate Tax Relief Act of 2009”
Learn More

Evening social events include:
Monday: Welcome Reception and Dinner Tuesday: Cocktail Reception followed by an open night for Member Firms and Advisors to schedule private dinners.

Download The Full 2010 Conference Overview
Dowload The 2010 Conference Agenda
   
BCI Benefit Concepts Inc.
5350 S. Roslyn Street, Suite 310, Greenwood Village, CO 80111
Telephone: (303) 740-8001 | info@benconinc.com




BCI Services   |  BCI Process  |  About Us  |  Find Your Place  |  The M Story  |  BCI Resources  |  Our Clients  |  Contact Us  |   Home

 

 

 

Disclaimer

Benefit Concepts, Inc. and their agents are presently licensed to sell traditional life insurance in AZ, CA (#0638282, #0793080),
CO, CT, DE, FL, GA, ID, IA, IL, KS, LA, MI, MN, MO, NC, NE, NM, NV, NY, OH, OR, PA, SC, SD, TX, UT, VA, WA & WI.
Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.

This site is not intended as an offer to sell securities, which may be done only after proper delivery of a propectus and a client suitability review.Proper state registration is mandatory prior to conducting business in any state.

Securities and Investment Advisory Services offered through M Holdings Securities, Inc.,a registered broker dealer and Investment Advisor, member NASD / SIPC.
Benefit Concepts, Inc. is owned and operated independently from M Holdings Securities, Inc.

Benefit Concepts, Inc. is a member of M Financial Group.Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.