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NOTICE OF TELECONFERENCE: MANULIFE USA HOSTS FINAL SPLIT DOLLAR REGULATIONS CALL WITH LARRY BRODY, STEPHAN LEIMBERG & RANDY ZIPSE BOSTON, MA (September 12, 2003) – Directly on the heels of the release of the final split dollar regulations from the IRS/Treasury Department, The Manufacturers Life Insurance Company (U.S.A.) (Manulife USA) will present noted authors and estate planning experts, Larry Brody and Stephan Leimberg in a teleconference focusing on the final split dollar regulations. Hosted by Randy Zipse, Senior Counsel, Advanced Markets, Manulife USA, the call will be held on Wednesday, September 17, 2003 from 11:00 a.m. to 12:30 p.m. (ET). By holding this teleconference just days after the final regulations were announced, Manulife USA’s Advanced Markets team is giving producers the timely information necessary to help them to grow their business. This call is indicative of Manulife USA’s ongoing efforts to provide producers with tools that they can use to help clients reach their financial and estate planning goals. About the Speakers A practicing attorney, Mr. Brody is also an adjunct professor of estate planning at Washington University School of Law. He is a frequent lecturer and author of numerous books on estate and employee benefit planning and widely regarded as an expert on split-dollar arrangements. In addition, Mr. Brody is a member of the American College of Trust and Estate Counsel, the American College of Tax, and the Phillip E. Heckerling Institute of Estate Planning at the Miami School of Law. A noted lecturer and estate and tax planning expert, Mr. Leimberg is the creator of numerous tools designed to educate industry professionals about a variety of financial planning topics. Through his lectures, software packages such as NumberCruncher, e-mail newsletter and database services such as LISI, and his many books, including The Tools and Techniques of Charitable Planning, Mr. Leimberg offers expert commentary and important information for financial services professionals. As the Senior Counsel of Estate and Business Planning for Manulife USA’s Insurance division, Mr. Zipse is responsible for Manulife’s Advanced Markets group, which provides estate and business planning support to Manulife’s home office employees, field personnel, and producers. Mr. Zipse has written numerous articles on trust taxation, estate planning, and business succession planning, which have appeared in a variety of industry trade publications. Mr. Zipse co-authored The Tools and Techniques of Charitable Planning with Mr. Leimberg. Participants can register for this teleconference online at www.manulife.com/rsvp or by calling National Sales at (888) 266-7498, option 2. |
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