Opportunities & Events

The Insurance Design Center is committed to serving as a valuable resource to the trusts and estates community. We share our insight and intellectual capital by exhibiting and presenting at top industry conferences, through advisor alerts, live webcasts, and more.

Advisor Alerts - When significant topics emerge, you’ll receive timely updates to help you manage the current challenges your clients face. Published alerts are also available in our Resource Center.

Webcast Briefings - Each quarter you have a new opportunity to participate in a 30 minute interactive seminar to help you stay current on changes, risks and opportunities as life insurance continues to evolve.

Speaking Engagements - Our team of advisors cover a wide range of topics on current events affecting your clients life insurance assets. Each presentation is carefully designed to provide insightful, balanced content, using case studies to provide a framework for the dynamic exchange of ideas.


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Topics presented herein may also involve tax, legal, accounting or other issues. Neither The Insurance Design Center, LLC, nor any of its consultants, advisors, employees or insurance affiliates are in the business of offering such advice. The Insurance Design Center, LLC is licensed with the State of Illinois Division of Insurance and provides services in the capacity of an Insurance Consultant only. The information contained herein is not intended to constitute an offer to sell or a solicitation in connection with any product or strategy. Investment advisory services offered through M Holdings Securities, Inc., a registered investment adviser.

Trademark and Copyright © 2009 The Insurance Design Center, LLC

500 Lake Cook Road | Suite 270 | Deerfield, IL 60015
Phone: 866-943-6900 | Fax: 847-943-0801 | Email: info@idc-llc.com


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