Speakers: CRAIG HAMPTON DISTINGUISHED PROFESSOR OF LAW UNITED STATES • UNITED KINGDOM • THE BAHAMAS & JOHN WHEELER, Jr, CFP, CLU, ChFC, CRPC, LUTCF, LACP, CLTC

Year: 2021

Principally serving as Academic Counsel on behalf of select financial services organizations, Professor Hampton is an international aficionado in substantive matters involving fiscal privacy, high-end collectibles, and sophisticated insurance structuring and analysis. An award-winning author and scholar, his written works include Survivorship Life Insurance, a best-selling book by the American Bar Association. Scheduled to be the keynote speaker at last year’s Grant Taggart Symposium (can-celled because of the pandemic), Craig is also a passionate life insurance historian. With experience encompassing residents of over one hundred countries, Professor Hampton’s presentations are noted for their preciseness, practicality, timeliness, and ethical dimension. In this Forum 400 instructional webcast, a substantial variety of material will be covered including, but not limited to, the following: • A GLOBAL PERSPECTIVE • THE APPEAL OF U.S.-SITUSED POLICIES • THE APPEAL OF NON-U.S.-SITUSED POLICIES • IMPORTANT UNITED STATES AND OTHER DEFINITIONAL ISSUES • UNITED STATES INBOUND VERSUS OUTBOUND TRANSACTIONS • PRODUCER ALERT—COMMUNITY PROPERTY CONCERNS • MULTIPLE-LAYER CREDITOR PROTECTION • UNITED STATES MMIGRATION STATUS IMPLICATIONS • OVERLOOKED OPPORTUNITIES BY AMERICAN PRODUCERS • POPULAR INTERNATIONAL LIFE INSURANCE PLANNING SCENARIOS • TAKAFUL • UNDERWRITING PARAMETERS • EFFECT OF THE BIDEN ADMINISTRATION AND OTHER PROPOSALS