Speaker: Richard E. Kait, JD, LLM (Taxation), CLU, ChFCSecond Vice
President, Advanced Sales, Protective Life Insurance
Co.richard.kait@protective.com(513) 362-1537 Location: University Club
of MILWAUKEE TIME:7:30 am – 8:00 am Breakfast8:00 – 9:00 am
Presentation As the seasons change, the 4th Quarter inevitably
arrives, bringing into focus the challenges of reaching your annual
goals of client service and production. At the stroke of Midnight on
December 31st we say goodbye to the old and ring in the new. Join Dick
Kait, advanced PLANNING ATTORNEY WITH PROTECTIVE LIFE INSURANCE CO.,
as he explains the more critical PLANNING INITIATIVES AND ACTIONS THAT
MUST BE COMPLETED BY DECEMBER 31ST TO AVOID WASTING THE OPPORTUNITIES,
and IDEAS TO PLANT SEEDS FOR A PROSPEROUS 2020. Learn about
thoughtful, proactive year-end client discussions that offer a dynamic
way to deepen our client relationships and uncover new insights and
opportunities. Attorney Dick Kait will offer some impactful year-end
IDEAS TO KEEP YOU AND YOUR CLIENTS ON TRACK, whether for personal
PLANNING OR FOR THE OWNERS OF SMALL BUSINESSES THAT INVOLVE THE
FOLLOWING TOPICS: -Family gifts, ILITs, Dynasty Trusts, ING
Trusts-Charitable contributions-Retirement
plans-Fundamental-to-advanced estate plans, and-Tax saving techniques
for pass-through business owners per new Section 199A’s 20%
deduction qualified business income. Whether you are an insurance and
financial advisor, accountant, financial planner, estate PLANNING
ATTORNEY, or investment advisor, it is critical for you to be in the
best position to update client personal and business data, review
existing plans, and draw attention to the deadline-sensitive
initiatives that expire if overlooked. BIO: Dick Kait, JD, LLM
(Taxation), CLU, ChFC2nd Vice President, Advanced Sales – Protective
LifeDirect: (513) 362-1537. Email: richard.kait@protective.com Since
2008, Dick has led Protective’s Advanced Sales Team, bringing his
broad expertise in estate and business planning; taxation; trusts;
employee benefits; charitable gifts; and various specialties of
insurance taxation, product knowledge, and case design. Education.
Dick is a Princeton graduate. After serving with the U.S. Army 4th
Infantry Division, he earned his J.D. at The University of Wisconsin
Law School where he served as Editor, Wisconsin Law Review Notes &
Comments. Dick later earned the Master of Laws in Taxation (LL.M.)
from The National Law Center of George Washington University.
Experience. Dick’s career began as Staff Counsel for the U.S.
Senate Judiciary Committee, Trial Attorney for the U.S. Civil
Aeronautics Board, and Staff Attorney with the General Counsel for
Texas International Airlines. After earning the LL.M. degree in
taxation, Dick was in private practice in New Orleans and Northern
Virginia prior to joining the insurance industry, first with Acacia
Life, and then with Protective Life. Professional Activities. Dick is
former Chairman of LIMRA’s Advanced Sales Committee, an active
Member of AALU since 2000; Past President of the Northern Virginia
Chapter, Society of Financial Service Professionals; Member, Northern
Virginia Estate Planning Council; Member, State Bars of Virginia,
Texas and Louisiana. He is a frequent speaker for carrier and industry
events. He has authored numerous articles for the American Bar
Journal, National Life Underwriter, Broker World, Life Insurance
Selling, Journal of SFSP, and other publications. Outside of career,
the important things in Dick’s life include: Dick’s daughter,
Chelsea, whose husband completed active duty with the U.S. Army’s
1st Division (“The Big Red One”) serving as a Black Hawk pilot in
various operations in Iraq, South Korea, Germany and Eastern Europe.
Dick is an accomplished pianist, composer, and arranger, collaborating
with pro and near-pro musicians, songwriters, vocalists, and
filmmakers located in more than a dozen countries—USA, Canada, UK,
Germany, Netherlands, Czech Republic, Italy, France, Spain, Brazil,
and elsewhere. He performs on piano regularly for LIMRA’s Advanced
Sales Forum, and for the National Capital Chapter of the Society of
Financial Service Professionals at its annual gala dinner
(Professional Night).
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13/11/2019 Last update