2021-12-16 BROADCAST CE - 1 HOUR
NAIFA/SFSP Members - FREE
Non-Members - $20 (payment due before CE credits reported)
Call 317-844-6268 for registration questions.
Address payment to NAIFA-Indiana and send to:
NAIFA-Indiana, PO Box 459, Fishers, IN 46038
Questions, contact Sandy Gray at 317-844-6468 or email
9:00 am - 10:00 am
"The Gotchas & Trap Doors of Life Insurance"
Principal, Tamar Fink
1 hour Indiana Insurance CE pending
1 hour CFP CE approved
1 hour CLE CE approved
Bob’s focus is in the charitable planning and life insurance arena only, choosing to collaborate with other qualified professionals in the legal, tax, and wealth management areas.
With a non-profit/gift planning background beginning in 1989, Bob is a co-founder of Tamar Fink Charitable Advisors (TFCA), which has exceeded $1 billion in completed charitable gifts.
“It is extremely rewarding to help donors align their giving plans with their giving goals in order to expand services for their favored non-profits.”
In addition, Bob specializes in the evaluation of mispriced and under-performing life insurance policies, and remedies years of policy neglect and mismanagement. Bob “rescues” lapsing policies to acquire new, favorably priced policies, including for individuals with “pre-existing conditions.”
“It concerns me that good people, buying life insurance for selfless reasons, will lose their policy due to poor policy design, and lack of attention. My objective is to help all beneficiaries receive their anticipated benefits.”
Bob is an established speaker and writer on the topic of charitable planning, and effective life insurance policy evaluation/maintenance.