Tuesday, February 21, 2012

Speaker:
Michael F. Amoia, JD, LLM, CFP, CLU, ChFC - Crump Life Insurance Svcs. and Potomac Affluent Markets

Topic:
An Estate Planner's View of Life Insurance and Annuity Products for Medium-size Estates

For the Public About Us Council Info Member Directory Member Benefits Patrons Leadership Event Calendar

Membership Application

Fill in the information below to apply for San Antonio Estate Planners Council membership.

	Personal Information
First Name:
Last Name:
Company Name:
Email Address:
Website Address:
	Office Information
Address:
City:
State:
Zip Code:
Phone:
Fax:
	Home Information
Address:
City:
State:
Zip Code:
Phone:
Fax:
	Personal History
	I have been a resident of for years.
	I have been actively engaged in Estate Planning for years.
	I am a member in good standing of the: Bar Association Institute of Accountants and am a Certified Public Accountant Life Underwriters Association Chapter of Chartered Life Underwriters
	I have been admitted to practice law in for years.
	I have practiced accounting as a ... Principal Partner Member of the Tax Department of an Accounting Firm ... in for years.
	I have been a Life Underwriter for years. I am an ... Agent Manager General Agent ... of the company. I received my Chartered Life Underwriter designation in the year .
	I am a of the .
	Statement as to estate planning experience and ways in which applicant can contribute to the Council.
	Recommended by (At least 2 people - 1 must be from the same profession as the applicant): 1. 2. 3.
	____________________________________________ (Signature of Applicant if printing) Date: Tuesday, February 14, 2012

Please contact bpsinc@satx.rr.com with questions about council membership.