Life Insurance Premium Financing
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Please join us for the last dinner meeting of our 2025-2026 program season on Wednesday, May 6, at The Waters Edge at Giovanni’s in Darien. We will kick off the meeting with cocktails and networking from 5:45pm to 6:30pm, followed by dinner, the election of our 2025-2026 Slate of Officers and Directors, and educational presentation on Life Insurance Premium Financing. |
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Our Program Premium financing lets wealthy individuals purchase significant life insurance without selling assets or diverting cash flow to pay premiums. Borrowing large, early premium amounts and making interest-only loan payments allows maximum compounding of the difference between the premium that would have been paid out of pocket and the interest expense. Our Presenters Amine Khater, J.D., is a Corporate Vice President and Advanced Planning Manager for New York Life Insurance Company, serving the General Offices in the Northeast Zone. Amine joined New York Life with significant experience in wealth management, taxation, and insurance matters. This experience provides Amine with an acute understanding of how to utilize insurance products to effectuate sophisticated estate and business planning strategies for New York Life agents’ high-net-worth clientele. Amine obtained his J.D., with an emphasis on Tax Law, Securities Law, and Estate Planning, from Delaware Law Widener University in Wilmington, Delaware; he received his B.S. in Finance from Kean University in Union, New Jersey. Paula S. Monteiro is a Senior Vice President and Insurance Premium Finance Banker with U.S. Bank, providing personalized guidance for the day-to-day management of insurance premium finance lending across U.S. Bank. With a career in banking and financial services that began in 1991, she brings deep expertise in complex lending solutions, client negotiations, and portfolio management for high-net-worth individuals and business owners. Paula holds a B.S. in Finance from St. John’s University and is licensed in New Jersey for Life and Health Insurance. We encourage you to invite your colleagues and other estate planning professionals to join us on May 6th! All are welcome! Registration Please reserve a place for yourself and your guest(s) by registering no later than Monday, May 4th. In an effort to reduce the expense of no-shows, please let us know at least 48 hours prior to the event if you (or your guest) need to cancel. Members: Please register via email to epc-lfc@comcast.net or call our Council Administrator Lori Somerville at 877-302-6300. Guest Attendees: There is a registration fee of $95 per guest, payable by check, credit card, or through your bank account via Zelle, and their full name, professional designations (if any) and discipline, firm, phone, and email must be emailed to epc-lfc@comcast.net. To pay by check: Please mail your check made payable to ”EPC-LFC” to: EPC c/o Lori Somerville, 175 South End Road, #A2, East Haven, CT 06512-4555. To pay by credit card: Click here to pay by credit card. To pay via Zelle: Click on “Send Money”; in the “Recipient Name” field enter “Estate Planning Council”; then in the “email field” enter the council’s email address epc-lfc@comcast.net; then click on “Add Recipient”; next enter the dollar amount. Guest attendance by a professional colleague is limited to two dinner meetings within a two-year period. Eligible guests and professionals that work and/or live in Fairfield County can apply for EPC-LFC membership by completing a membership application, accessible on our website (www.epclfc.org). Questions regarding membership or the application process can be addressed by Stefania L. Bartlett, Esq., 1st Vice President, Membership, at Stefania.Bartlett@claconnect.com. Many Thanks to our Platinum Sponsors!
Neil Benedict - 203-940-3158 / nbenedict@ft.newyorklife.com
Greg Murphy - (203) 360-4963 / gregmurphy987@gmail.com |
