Who Is Al Gibbons
Al's Bio
EDUCATION:
Accredited Estate Planner (AEP), 1998
Chartered Financial Consultant (ChFC), 1995
Chartered Life Underwriter (CLU), 1991
B.A., University of Detroit, 1969
Member, Society of Jesus (Jesuits), Detroit Province, 1965-1970
AFFILIATIONS:
Philadelphia Estate Planning Council (Board Member - Vice President)
Montgomery County Estate Planning Council
Million Dollar Round Table (Life and Qualifying Member)
-Top of the Table Qualifying Member
The International Forum
Society of Financial Service Professionals
Association for Advanced Life Underwriting
Distinguished Estate Planner Recipient (2005) (Philadelphia Estate Planning Council)
Press Release
Paul S. Mills Scholarship Recipient (2002)(Foundation for Financial Service Professional)
Press Release
INVOLVEMENT:
Temple University Planned Giving Advisory Council
VNA-Visiting Nurses Association, Trenton, NJ (Past Board Chair)
St. Joseph's Prep Fathers' Club (Past President)
Spring-Ford Country Club (Past President)
REPRESENTATIVE PRESENTATIONS:
"The Estate Planning Team as Super Advisor"
Estate Planning Council of New York City, Estate Planners Day 2006, 4/06,
New York City, NY
Estate Planning Council of the Lehigh Valley, Allentown, PA, 2/06
Montgomery County Estate Planning Council, 9/04
"Ethic Topics"
Ethics Forum - Compliance: A Blessing or A Curse?, Philadelphia Estate Planning
Council, 4/25/07, Philadelphia, PA
An Interactive Ethics Panel Discussion for Estate Planning Professionals,
Montgomery County Estate Planning Council, 11/27/06, Gwynedd, PA
Compensation of the Estate Planning Professional Š Ethics Issues, Philadelphia
EPC Roundtable Session, 11/98 Philadelphia, PA
Ethical Issues for the Estate Planning Team, Philadelphia EPC Roundtable Session,
11/97, Philadelphia, PA
The 80/20 Estate Plan ™: From A to Z in 60 Days
Million Dollar Round Table Annual Meeting, 6/04, Anaheim, CA and 6/99, New Orleans, LA
Society of Financial Service Professionals - Web/Audio Conference, 10/03
ING - InterAction Forum, 10/02 Lansdowne, VA
Manulife Financial - Creating Strategic Partnerships with Trust and Estate Lawyers, 10/02, Bryn Mawr, PA
Montgomery County Probate & Tax Section, 6/02, Norristown, PA
National Association of Insurance and Financial Advisors 79th Annual Sales Congress, 10/01, Pittsburgh, PA
Columbus Life National Convention, 7/01, Orlando, FL
Nationwide Financial Fall Symposium, 9/00, Philadelphia, PA
Commonwealth Financial Network, 9/00, Seattle, WA
Estate Planning Councils: Boston, 12/99; Delaware, 11/99; Montgomery, 3/99
Society of Financial Service Professionals, 10/99, Philadelphia, PA
"Non-Recourse Premium Financing - Sunny Skies or Strom Warnings?" Moderator - Philadelphia Bar Association Probate Section’s Tax Committee, 4/06, Philadelphia, PA
2005 Delaware Tax Institute, Life Settlements: Evaluating Their Appropriateness, 11/05, Newark, DE
Fundamentals of Insurance, Philadelphia Estate Planning Council Foundation Series, 6/06 & 6/02, Philadelphia, PA
Strategies for Estate Planning, Temple University, 4/02, Philadelphia, PA
Planned Giving Council of Greater Philadelphia, 10/7 and 10/01, Philadelphia, PA
Private Insurance Solutions for the Elderly, Pennsylvania Bar Institute, 12/00, Phila., PA
Life Insurance and Estate Planning Opportunities - Sophisticated Use of Viatical and High Net Worth Settlements with Morton P. Greenberg, JD, CLU - Philadelphia EPC Roundtable Session, 9/99
Estate Planning for the Business Owner - A Nuts and Bolts Case Study Approach PICPA, Greater Philadelphia Chapter; Montgomery Bar Association's Probate and Tax Section; and the Montgomery County Estate Planning Council, 6/97 Lafayette Hill, PA
INTERVIEWS/ QUOTES:
Making Collaboration Work, Investment Advisor, 02/08
High Performance Collaboration, Investment Advisor, 07/07
Ample Headroom, Bloomberg Wealth Manager, 10/05
When Mum's the Word, Bloomberg Wealth Manager, 12/01
When Being An Agent Just Isn't Enough, Life & Health Advisor, New England Edition, 2/00
What are the Big Hitters Saying: Discussions with Industry All-Stars at the MDRT, California Broker, by Kate Kinkade, CLU, ChFC, 8/99
REPRESENTATIVE AUTHORSHIP
ARTICLES:
How Collaborative Teams Work and Why They Are Essential for High-Net-Worth Clients, Journal of Practical Estate Planning, February/March 2008
Insurance Trends and Topics, ESTATE PLANNING
A column co-authored with Stephan R. Leimberg:
- Life Settlements and the Planning Opportunities They Offer, 10/03
- Performing Due Diligence With Respect to Life Insurance Trust Is Crucial, 5/03
- Annuities and Estate Planning, 7/02
- Annuity Taxation: More Complex Than Meets the Eye; Income Tax Questions About Non-Qualified Deferred Annuities, 6/02
- Life Insurance After the 2001 Tax Act: Lease, Buy, or
Replace?, 4/02 - Life Insurance a a Charitable Planning Tool: Part 2,
4/02 - Life Insurance As A Charitable Planning Tool: Part 1,
3/02; Part 2, 4/02 - Life Insurance: Decision Making After September
11t h and EGTRRA, 1/02 - Dealing with EGTRAA's Impact on an Insurance Professional's Practice, 9/01
- COLI, BOLI, TOLI and 'Insurable Interests', 7/01
- Prop. Regs. On the Definition of Trust Income: The Best Thing for Life Insurance Planning Since Sliced Bread!, 5/01
- Life (Insurance) After Estate Tax 'Repeal' or 'Reform', 3/01
- Premium Financing: The Last Choice - Not the First Choice, 1/01
Trust Owned (and Other) Life Insurance: Time To Get It Right, Philadelphia Estate Planning Council, Spring 2003
The Ethics of Making Professional Referrals, Journal for Financial Service Professionals, 5/00
Beyond Competence: The Ethics of Implementation, Trust and Estates, 11/99
Estate Planning: From A to Z in 60 Days, National Underwriter, 7/99
The 80/20 Estate Plan ™, Best's Review, 7/98
RADIO/ TELEVISION:
80/20 Estate Planning, Host 13-Part Series, North American Broadcast Company (WALE 990, Providence, RI -- (www.renaissanceradio.com), 2001
80/20 Estate Planning, Insurance Broadcast System - Life/Health Television Network, 7/97
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