Rethinking the Role of Life Insurance in Estate Planning

Date: Thursday, November 13, 2014
Time: 7:30am - 9:00am
Location: Denver Athletic Club
Speaker: Charles Ratner


Denver Athletic Club

1325 Glenarm Place, Denver, CO 80204



The Program:

"Rethinking the Role of Life Insurance in Estate Planning"


Presented By:

Charles L. Ratner is the National Director of Personal Insurance Counseling for Ernst & Young LLP. Since joining the firm in 1989, his practice has been devoted to providing life insurance consulting services to corporations, financial institutions and individuals and estate and business succession planning services to closely-held companies. Mr. Ratner is a graduate of the University of Massachusetts and Emory University School of Law. He is a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). Mr. Ratner has received the National Association of Estate Planners & Councils’ Accredited Estate Planner® (Distinguished) award and designation.

Mr. Ratner’s articles have appeared in Estate Planning, Probate & Property, Trusts & Estates, Best’s Review and National Underwriter. He has spoken on life insurance and business succession topics to the Notre Dame Tax and Estate Planning Institute, the Philip E. Heckerling Institute on Estate Planning, the New York University Institute on Federal Taxation, the Society of Financial Service Professionals, the American Bar Association, the American Institute of Certified Public Accountants, Association for Advanced Life Underwriting (AALU) and numerous estate planning councils and professional societies across the nation. He is also a national instructor for Ernst & Young LLP in the areas of life insurance and estate and business succession planning.


The meeting begins with breakfast at 7:30 a.m.  Free parking is available in the Denver Athletic Club parking garage.  Please notify the parking attendant that you are there for the meeting.

Members are invited to bring guests.  We do not charge for guests at this time.  Printed copies of the presentation will not be available at the meeting.  A copy of the presentation will be available on the website prior to the meeting.

This presentation is sponsored by:



This presentation qualifies for CPE credit in Colorado.

Learning objectives: This program is intended to inform participants on Estate Planning Issues.

Instructional delivery method: Live instructor

CPE credits: 1 (one) hour

Field of study: Estate Planning

Prerequisites: None

Program Level: Basic

Advance Preparation: None

Program Description:

Course Registration Requirements: Respond to Evite invitation or email Stephanie Hill at

Refund Policy: N/A, cost included in annual membership dues

Complaint Resolution Policy: Complaints regarding CPE programming can be submitted to DEPC, P.O. Box 370596, Denver, CO 80237 or to


You are invited to email our office manager, Stephanie Hill, at with any questions.

Related Document(s):

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