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How do you find a speaker that will educate, inform, and inspire instead of delivering the latest industry buzz words and nothing else? Look for someone with the right credentials plus the experience to back them up. Barry D. Flagg, CFP , CLU, ChFC. 2011 - 2018 Barry D. Flagg.

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Home - Barry D. Flagg | barryflagg.com Reviews

https://barryflagg.com

How do you find a speaker that will educate, inform, and inspire instead of delivering the latest industry buzz words and nothing else? Look for someone with the right credentials plus the experience to back them up. Barry D. Flagg, CFP , CLU, ChFC. 2011 - 2018 Barry D. Flagg.

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Home - Barry D. Flagg

http://www.barryflagg.com/home.aspx

How do you find a speaker that will educate, inform, and inspire instead of delivering the latest industry buzz words and nothing else? Look for someone with the right credentials plus the experience to back them up. Barry D. Flagg, CFP , CLU, ChFC. 2011 - 2016 Barry D. Flagg.

2

Articles & Citations - Barry D. Flagg

http://www.barryflagg.com/articles-citations.aspx

ABA Trusts and Investments Prudent Investor and TOLI 3-Part Series. AICPA Wealth Management Insider. ALI/ABA’s A Practical Guide To Drafting Irrevocable Life Insurance Trusts. CCH Group "Do Estate Planning Attorneys Have a Duty to Advise their Client Regarding Trust Owned Life Insurance? Empire: The Magazine of Business. Financial Planning Fiduciary Standards under Dodd Frank. TOLI Case Law Guidance (Parts 1 and 2) in Leimberg Information Services, Inc. Regulatory Newsletter from Deloitte.

3

Topics - Barry D. Flagg

http://www.barryflagg.com/Topics.aspx

New Standards for Managing Life Insurance as an Asset. The Last, Largest, Most-Neglected Asset on your Clients’ Balance Sheet. 3 Trillion in Neglected Wealth: New Opportunities to Proactive Management of Insurance Assets. The 3 Things Every ILIT Trustee Should Know About Managing TOLI. 2011 - 2016 Barry D. Flagg.

4

How to Book - Barry D. Flagg

http://www.barryflagg.com/how-to-book.aspx

Inquire About Booking Barry for an Event. Fill out the form below and someone will contact you. I would like information on:. The Last, Largest, Most Neglected Asset on your Clients' Balance Sheet. Applying Prudent Investor Principles to the Asset that is Life Insurance. 3 Trillion in Neglected Wealth: Proactive Management of Insurance Assets. The 3 Things Every ILIT Trustee Should Know About Managing TOLI. Case Law Guidance (Finally) for Trust Owned Life Insurance (TOLI) Suitability. How can we help you?

5

Engagements - Barry D. Flagg

http://www.barryflagg.com/engagements.aspx

US Map of events. View Barry D. Flagg Engagement Map. In a larger map. 01/18/2016 - AICPA Annual Conference, Las Vegas, NV. 01/11/2016 - Heckerling, Orlando, FL. 10/05/2015 - Central Arizona Estate Planning Council, Phoenix, AZ. 09/18/2015 - Notre Dame Tax Institute, South Bend, IN. 06/11/2015 - NAIFA Central Florida, Orlando, FL. 06/04/2015 - PWC - WTS Network Call. 04/22/2015 - Florida Tax Institute Conference, St. Pete, FL. 04/19/2015 - FIRMA, Nashville, TN. 02/13/2015 - BDO, West Palm Beach, FL.

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Home - Barry D. Flagg

How do you find a speaker that will educate, inform, and inspire instead of delivering the latest industry buzz words and nothing else? Look for someone with the right credentials plus the experience to back them up. Barry D. Flagg, CFP , CLU, ChFC. 2011 - 2018 Barry D. Flagg.

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