Distinguished
Accredited Estate Planners®
  
Award received November 2004
Frank L. Rainaldi, CLU, ChFC
The Kugler Company, LLC

Mr. Rainaldi is one of the insurance industry's leading educators. He is a graduate of the University of Connecticut and a member of their School of Business Hall of Fame. He is a former Trustee of the American College, and a former member of the Board of Directors of the Society of Financial Service Professionals. He currently serves as a consultant to several major financial institutions.

He began his career in insurance sales and later moved into the home office of a large life insurance company, where he became Director of Education. After running the Education Department for eight years, he returned to the field as president of a subsidiary corporation. He later served as a General Agent for over 20 years. Mr. Rainaldi is a life member of MDRT and has qualified for Top of the Table.

Mr. Rainaldi has been a featured lecturer and a main platform speaker on many of the industry's national conferences. He is well known for his ability to translate highly technical subjects into easy-to-understand concepts.

Mr. Rainaldi has appeared on several national television programs, most recently CNBC's Power Lunch with Bill Griffeth. As an author, his articles have appeared in numerous professional publications. His article on QPRTs and GRATs received an award in the Journal of Society of Financial Service Professionals' Author Award Program. He has also been featured in a number of business and general interest publications, including Investor's Business Daily, Newsday and Financial Services Week.

Mr. Rainaldi is the author of The Kugler System, a complete marketing and training system used by many major life insurance companies and other financial institutions as their primary marketing and training system. The foundation of The Kugler System is a set of five different technique books (Estate Planning, Business Planning, Retirement Planning, Life Insurance Products Applications and Tax Aspects, and Family Financial Planning Needs). Each book is built around a series of mini-case problems designed to highlight the appropriate planning concept. The Kugler System is well known for translating highly technical academic concepts into an easy-to-follow format designed for client presentation. It also includes two software programs, seminar selling programs, and a computer-based continuing education program which is a joint venture with the American College.

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