PRESIDENT’S LETTER
ROCKY MOUNTAIN CHAPTER
SEPTEMBER 2011
WELCOME,
Members and Guests, Speakers and Sponsors!
Thank you to all our past sponsors for making our last
fiscal year a very progressive one. And thank you,
Brian Richardson with Berkshire Advisors Resource,
Inc., for supporting us at our September 20th meeting.
Check out our Chapter’s new website at:
www.financialpro.org/rockymountain. And click on
“News” to view info on previous meetings, the month’s
President’s Letter, and other news as they are inputted.
Finally, our Executive Director, Lisa Bickerstaff, contact
information is below. My direct line is: 303. 805. 4800.
Lillie Ben, MSFS, MBA, MS, CAP, PhD student
TH
President, Rocky Mt. Chpt.
SHOWCASING: SEPTEMBER 20 MEETING
“Life Insurance as an Asset Class”
-- Richard “Dick” Weber, MBA, CLU, AEP
Dick Weber is the author of more than 200 articles in
the fields of estate planning and life insurance. He’s a
veteran of 44-yrs in the life insurance industry. In 2008,
he received the Society’s Kenneth Black, Jr.
Leadership Award. And in 2009, he was the recipient
of the NAEPC Estate Planning Hall of Fame and of the
Distinguished Accredited Estate Planner awards. Dick
is currently President-Elect of the Society of FSP.
What you will learn:

Myths and truths about life insurance…a new
wave of “uncommon knowledge” is gaining
momentum in these turbulent economic times

Managing and optimizing life insurance using
Modern Portfolio Theory [MPT]

Real returns on life insurance---value-based
processes in the creation of a life insurance
portfolio

The concept of a portfolio of uncorrelated life
insurance policies
RECAPPING: JUNE 23RD MEETING
“Retirementology”
-- Jackson National’s V.P., William “Bill” Burrow
Bill addressed in detail the 12 different issues based
on “Retirementology”. Three of these are listed here:

Investors need to examine their entire
spending behavior

Managing the investors is as important as
managing their investments

The best advisors have never been more
needed or have the opportunity to gain
market share than now
For further information about Jackson’s awardwinning presentation on “Retirementology:
Rethinking the American Dream in a New
Economy”, go to our Chapter’s website:
www.financialpro.org/rockymountain and click on
“News” and then click on June’s Presentation.
Page 1/2
Contact Executive Director: Lisa Bickerstaff: E-mail: [email protected]
| Phone: 720. 295. 9028
PRESIDENT’S LETTER
ROCKY MOUNTAIN CHAPTER
SEPTEMBER 2011 (page 2/2)
PRESIDENT’S MISSION STATEMENT: “Serving you first, serving you better,
you our members, you our speakers, and you our sponsors.”
It is through our programs that we are able to serve you, our
member, and to showcase you, our speaker, to create
collaborative opportunities for both. It is through our
customized programs that we create opportunities to grow
our membership and provide a larger audience with whom
our sponsors can network. And it is through this Mission
Statement that we provide the foundation on which we create
win-win-win scenarios for all---our members, our speakers,
and our sponsors.
Estate, Trust & Tax Group
THEME: MAKING GOOD JUDGMENTS
A central focus that underlies our industry is solving problems
for clients and prospective clients. But problem solving is,
itself, a difficult problem [i.e., how do you problem solve with
efficiency, ease, and accuracy---a skill that enhances your
credibility and draws more clients to you?]. One poignant
solution is to implement a system for making good
judgments---this single theme will span throughout this fiscal
year’s programs. There are 10-basic components for making
good judgments. I’ll introduce one new component per
President’s Letter. And at the beginning of each meeting, I’ll
take just a very few minutes to expand on that one
component. Collect all 10 of the President’s Letters and you
will have all 10 of the basic components, and a better
understanding about a system for making good judgments.
BASIC COMPONENT #1: PURPOSE
What is your purpose? What is your goal? Asking these
questions serve to attain greater clarity as you focus on a
system for making good judgments. What can derail your
ability to make good judgments is often due to unclear,
unrealistic, and contradictory purposes and goals. And,
because these issues are often subtle and unsuspecting, a
person is often unaware that such issues exist. Subsequently,
judgments are made based on faulty purposes. Come to the
September 20th meeting to learn more about component #1.
Scott P. Greiner, J.D., LL.M. (Taxation)
Marilyn W. McWilliams, J.D.
Lorni Sharrow, J.D., LL.M. (Taxation)
303.292.2900
www.moyewhite.com
Proud sponsors: Rocky Mt. Chapter
SPONSORSHIP AVAILABLE!
Your Company’s Logo here:
Displayed on every Issue of
President’s Monthly Letter…
and archived on the Chapter’s
website: September to August
Sponsorship: $500/yr.
Contact Executive Director: Lisa Bickerstaff: E-mail: [email protected]
| Phone: 720. 295. 9028