Estate & Life Insurance Planning for the Top 1%

Date: Thursday, June 15, 2017
Time: 11:15am - 1:30pm
Location: SDSM&T King Center, Christensen Hall of Fame Room
Speaker: Michael J. Rothman & Monica Rhee

Please Note:  Michael Rothman’s portion of the presentation will be presented via Web Cast and Monica Rhee will present live.

     Michael Rothman has an in-depth understanding of advanced tax and estate planning techniques as well as sophisticated leveraging and wealth preservation strategies. Graduating Cum Laude from the University of California at Los Angeles with a B.A. in Political Science with a Business Administration emphasis, and earning his Certified Financial Planner (CFP®) designation in 2006 from the American College, has permitted Michael to accelerate his knowledge base in his chosen discipline.

     Additionally, Michael has achieved Top of the Table member status from the industry recognized organization, the Million Dollar Round Table (MDRT). The MDRT is an organization of the top insurance and financial professionals worldwide that have achieved significant levels of professionalism and client service.

     Michael joined Succession Capital Alliance in 2010, and is responsible for business development on a national level and oversees all major initiatives of SCA. As an accomplished speaker at Insurance Industry conferences, Michael is introduced to a multitude of Financial Advisors who recognize his experience in working with high net worth clients.  Michael is responsible for case design, presentation, and implementation of advanced life insurance plans using Intelligent LeverageTM.

     Monica Rhee is a consultant for Pacific Life's Advanced Designs Unit, a highly recognized team of advanced  market experts in the life insurance industry.  She conducts research and composes marketing materials and specimen agreements on advanced planning strategies.  She also prepares and conducts continuing education and marketing seminars on advance market topics such as estate, charitable, and business planning.  In addition, Monica supports the company's premium financing and sales concept evaluation procedure review process.  She also helps coordinate Pacific Life's Professional Advisor Program, which builds and enhances relationships between life insurance producers and professionals advisors, such as CPAs and attorneys.

     Monica graduated with honors from the University of California at Irvine with degrees in Biology and Environmental Analysis and Design. 

     Monica earned her Juris Doctorate degree fron Loyala Law School, and her Master of Laws degree in taxation from  Chapman University Law school.  While at Loyola, she received several awards and volunteered as a public counsel advocate and IRS-certified volunteer.  Monica is a member of the State Bar of California, United States District court (Central District of California), American Bar Association, and the Orange County Bar Association.


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