Lunch and presentation at the Missouri Athletic Club
May 9, 2016
Speaker: Michael Tessler
Topic: Cruise Control – Not An Option / Life Insurance Policies – Assets That Need Managing
About the talk:
This presentation will provide attendees with practical tips for understanding and managing both term and permanent life insurance plans. The discussion will focus on current interest/dividend rates and the potentially devastating impact of the current, low interest rate environment. While the information is important for individual policy owners, it is critical for those acting in a fiduciary capacity, such as trustees and corporate owners.
Speaker bio:
Michael Tessler, with over two decades of wealth transfer, wealth protection and managerial experience, Michael is a sought after resource by financial advisors all over the country. With experience in the home office and the field, his perspective and understanding of the life insurance business is broad. Today, Michael serves as the president at Brokerage Unlimited, Inc., a firm that assists financial service professionals with the implementation of wealth transfer and wealth protection strategies, frequently utilizing life insurance, long term care insurance and annuities.
Michael’s articles and comments have appeared in Broker World, Life Insurance Selling, The National Underwriter, the St. Louis Post Dispatch and a variety of other publications. He has spoken to thousands of insurance advisors, financial planners, stockbrokers, accountants, etc. about various life insurance topics. He regularly shares implementation strategies with the advisors who work with BUI. Michael also volunteers his time to charities, assisting them with the management of life insurance plans and procedures for accepting life insurance policies as gifts.
He served on the board of directors of LifeMark Associates, Inc., LifeMark Partners, Inc., the National Association of Insurance & Financial Advisors (NAIFA) – both the St. Louis Chapter and the State of Missouri, and the Life & Health Foundation for Education (LIFE). Michael was awarded the NAIFA-St. Louis 2008 Silent Hero award for service to NAIFA and the community and in 2009, Michael was honored by becoming the namesake for the NAIFA St. Louis Silent Hero award, now known as the Michael Tessler Silent Hero Award. He is a past president of LIFE, Inc., the past president of NAIFA-St. Louis and a past Chairman of the Board of Directors of the National Association of Independent Life Brokerage Agencies (NAILBA).