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Pasadena October Meeting
Thursday, October 14, 2021, 8:00 AM - 9:30 AM PST
Category: Pasadena

Changes in the Life Insurance Industry Landscape - IRC 7702 & Tax Proposals by the Biden Administration. 

How it will impact your future estate and tax planning.  

A panel from New York Life Insurance Company will be discussing the recent legislation of IRC 7702 and upcoming proposals for the new tax legislation.   

We will talk about how this will affect estate, tax planning and premium financing (cash value accumulation). 

Meet the Panel

Trisha Beharie
Financial Services Professional 

Trisha Beharie is a Financial Services Professional with New York Life and assists individuals, families and businesses meet a number of insurance and financial needs to help protect and grow their assets.  These services include, but are not limited to, investments, life insurance products, long-term care solutions, retirement income strategies and estate planning.  Mrs. Beharie provides support for her clients on the protection, accumulation, preservation, and distribution of wealth. 

Mrs. Beharie is from Southern California and has a Master’s in Fine Arts degree from UCLA.  She is a member of the Million Dollar Round Table, a designation given to the top insurance professionals in the industry* and a New York Life’s President’s Council Agent, 2021. 

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standards of excellence for life insurance sales performance in the insurance and financial services industry.

Jeffrey Bradford
Product Consultant 

Since 2009, Jeffrey Bradford has worked continuously to help protect the financial well-being of New York Life clients and their families.  As a Council Agent with New York Life, Jeff worked to strategically maximize the wealth preservation and protection of his clients. 

Jeff’s career with New York Life moved to the home office in late 2012 with an opportunity in the Life Sales Department.  Jeff received extensive product training as a life sales specialist, providing both in-force and new business product support to agents in the field.  In April of 2013, Jeff transitioned to the Life Sales Desk as an Internal Life Product Consultant in the Pacific Zone.  Jeff has been dedicated to providing pre-sales analysis, concept/case design, and book of business opportunities to the top producers for New York Life.  As of October 1st 2014, Jeff has advanced his career as an external Life Product Consultant working directly with the Top Advisors and their clients in the Pacific Zone.  Jeff brings a high level of expertise in creating and designing customized insurance portfolios in the personal and business market place. 

Education:
Bachelor of Science in Business Administration, Lasell College 

New York Life Insurance Company/NYLIFE Distributors LLC

Financial Services Professional, 2009 -2012
Life Product Specialist, 2012 -2013 
Internal Life Product Consultant, 2013 –2014
External Life Product Consultant, 2014 to date

Melissa Winn, J.D., LL.M
Corporate Vice President | Advanced Planning Consultant 

Melissa Winn is a Corporate Vice President and Advanced Planning Consultant with New York Life Insurance Company. 

Melissa is a skilled consultant, collaborating with agents, their high net worth and business owner clients, and other professional advisors in the identification and implementation of optimal estate and business planning strategies. 

Melissa joined New York Life with over 10 years’ professional experience in the financial services industry and legal community, having worked with prominent life insurance and financial planning companies, as well as high-profile law firms. 

Leveraging her technical knowledge and collaborative style, Melissa has become a sought-after specialist for New York Life agents working with affluent individuals and business owners in the areas of business succession planning, trusts, wealth transfer techniques, qualified plans, and executive benefits. 

Melissa earned her J.D. from William & Mary Law School in Williamsburg, Virginia; her LL.M. in Taxation, with a concentration in the taxation of trusts and estates, from New York University School of Law in New York, New York; and her B.A. (magna cum laude) in English literature from Wellesley College, in Wellesley, Massachusetts. 

Melissa is fluent in French and conversational in Japanese.

Time will be set aside for attendee introductions, so using the video feature throughout the meeting is encouraged. Please watch the training and read the documents on the BP ZOOM Resource Center, so you are prepared for the meeting.

Cost: Free

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RSVP HERE!