Cross-Industry Professional Education Series, Session 1: Understanding Premium Financing (co-hosted with AAIFPA-NEC)

• Cross-Industry Professional Education Series · Session 1 · co-hosted by AAAA and AAIFPA-NEC
• Topic: traditional premium financing vs. institutional premium financing — what is the difference?
• Two approaches: how to understand them, and what questions to ask — not just “what it is,” but “why, for whom, and how”
• Speakers: Robert Jin, Founding President of AAIFPA-NEC; and Sam Howard, special guest speaker
• Networking, live Q&A and light refreshments
• Limited to 40 professionals · $20 per person (early-bird $10 through Nov 10) · register by scanning the QR code on the flyer
• An educational program only — AAAA does not endorse any product, service or company

At the proposal of AAAA President Yanfei Ran, Esq., the Asian American Attorneys Association (AAAA), the Asian American Insurance & Financial Professionals Association – Northeast Chapter (AAIFPA-NEC) and the Chinese American Society of CPAs (CASCPA) plan to hold a joint series of professional education seminars, online and in person, from the end of this year into the coming tax season. The goal is to share knowledge across professions and build understanding and collaboration among our members.

The series aims to create value in three ways. First, to broaden our reach together: the associations take turns presenting and promote each session jointly, so that every event showcases the expertise of all three. Second, to break down the information barriers between professions: members learn about new trends and practical considerations in neighboring fields, so that when clients bring cross-disciplinary questions, they can form a sound basic understanding and know when — and to whom — to turn for professional help, reducing misunderstanding and misinformation. Third, to build trust and collaboration: helping attorneys, accountants, insurance and financial professionals move from acquaintance to mutual understanding, and serve New York’s Chinese American community better together.

Session 1, co-hosted by AAAA and AAIFPA-NEC, looks at premium financing for life insurance — an arrangement that attorneys and accountants are increasingly asked about in estate and tax planning. What is the difference between traditional premium financing and institutional premium financing? How should the two approaches be understood, and what questions should professionals and their clients ask? The session goes beyond “what it is” to “why, for whom, and how.”

Speakers are Robert Jin, Founding President of AAIFPA-NEC, and Sam Howard, special guest speaker. The evening opens at 5:30 PM with networking and light refreshments; the seminar begins at 6:30 PM, followed by live Q&A. Seats are limited to 40 professionals. Admission is $20 per person (early-bird $10 through Nov 10); please register and pay by scanning the QR code on the flyer, or text Arthur Yung or Joseph Xu.

Please note: this is an educational program for professionals. The views expressed are those of the speakers. Nothing presented constitutes legal, tax, insurance or investment advice, and AAAA does not recommend or endorse any product, service or company. Attendees should consult their own qualified advisors before making any decision.