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PTOS Financial Planning & Insurance Talk #5: Life Insurance: A Versatile Tool


2017-2018 PTOS Financial Planning & Insurance Talks Series


Talk #5: Life Insurance: A Versatile Tool

Many people view Life Insurance as a product to protect their family in the event they are gone. While this is a primary reason, it's not the only one. Life Insurance is much like a Swiss Army knife, one tool that can serve many purposes.

At this presentation, we will review the basics of life insurance and discuss many alternative uses that can help you MAXIMIZE your financial situation and MINIMIZE taxes. We’ll also discuss the role that FEGLI plays into your insurance strategy.



Wednesday, September 20, 2017, 11:30-12:30, Remsen Conference Center – Level 1


WebEx for the Presentation:

Event number: 641 815 066, Event password: 12345,

(Teleconference only: 1-571-270-7000, Meeting ID: 641 815 066)


Closed Caption:


Light refreshments will be provided to participants while supplies last.


-HOSTED BY: Patent & Trademark Office Society (PTOS) Education Committee.

-For questions about these “Talks”, please contact Angela Nguyen, Robert Morlan, and Aimee Li.

-To learn more about or to join PTOS, please visit