For Immediate Release
For more information, please contact:
Settlement Benefits Association
FINANCIAL PROFESSIONALS LEARN ABOUT
CHARITABLE GIFT SELECTION AND ISRAELI ECONOMY
Settlement Benefits Association also honored
for support of philanthropic causes
Tampa, FL —January 5, 2005—Local financial professionals gathered at Tampa’s Centre Club to learn from Christopher R. Hoyt and Gil Tamary on Wednesday. Hoyt, a professor of law at the University of Missouri – Kansas City School of Law, lectured on new changes in tax legislation, lifetime gifts, and retirement plans. Tamary, Washington Bureau Chief for Israel’s Channel 10 Television Network, spoke about the factors influencing the Israeli economy and foreign investment in Israel.
The event, entitled the 2nd annual T.O.P. / Israel Bonds Estate and Tax Planning Seminar was underwritten by the Leslie J. Barnett Charitable Gift Education Fund of the T.O.P. Jewish Foundation and also included a presentation recognizing Settlement Benefits Association for its outstanding support of the T.O.P. Jewish Foundation and State of Israel Bonds. The presentation was made by Craig Behrenfeld, Co-Chair of Skilled Allied Professional Committee at T.O.P.
The event also marked the launch of Settlement Benefits Association’s 2005 Life Settlement Success Guide. The new guide helps financial professionals understand Life Settlements while teaching them the keys to success in this emerging marketplace.
Settlement Benefits Association is a full-service life settlement brokerage in Tampa, Florida. Through a network of licensed funding groups, the company helps policyholders and their trusted agents to understand and maximize the value of life insurance products. Settlement Benefits Association has received the approval of the National Ethics Bureau, an organization of approved financial advisers who have maintained an exemplary record of business ethics.
For more information contact Adam Lippman 561-944-7584.