NEW ORLEANS ESTATE PLANNING COUNCIL

WAYNE E. THOMAS, CLU, ChFC, AEP, CAP

Principal in Thomas Financial Group, LLC

• Jesuit High School Honor Graduate

• 1969 - B. S. in Economics, major in Insurance, Wharton School, University of Pennsylvania
• 1973 - Chartered Life Underwriter designation, American College
• 1983 - Chartered Financial Consultant designation, American College

• 1997 – Accredited Estate Planner designation, NAEPC
• 2015 – Chartered Advisor  in Philanthropy, American College
• New York Life Agent for 46 years
• Million Dollar Round Table 40+ years (prior Top of the Table and Court of the Table)

• Insurance Industry Involvement:
• New Orleans Estate Planning Council, Past-President
• New Orleans Chapter of Society of Financial Service Professionals, Past-President
• Louisiana Life Underwriters Association, Member-of-the-Year 1993 and 2014
• Louisiana Life Underwriters Association, Past Legislative Chairman
• NAIFA’s Leadership in Life Institute (LILI), Moderator
• New York Life Agents Reinsurance Corp. Board, President-Elect
• Association for Advanced Life Underwriting (AALU), Member
• The Nautilus Group, Member

• Community and Church Involvement:

• East Jefferson General Hospital Board, Past Chairman
• East Jefferson General Hospital Foundation Board, Past Chairman
• Fair Grounds Corporation, Past Board Member
• St. Elizabeth Ann Seton Parish Finance Committee, School Board, Parish Council, Past Chairman of each
• Manresa Retreat House Board, Past President
• Manresa Retreat House Group 43A, Captain
• Kenner Discovery Health Sciences Academy Charter School, Board Member/Treasurer
• Jesuit High School Planned giving Committee, Member
• American College President’s Inner Circle, Member

• Lecturing and Writing:
• Over nearly 35 years, Wayne has spoken or moderated courses to dozens of life insurance agent groups, Estate Planning Councils, and Attorney and CPA Continuing Education  courses
• Author of Split Dollar Section of the MDRT Reference Manual (1989)
• CPE Course on “How to Read Life Insurance Illustrations” (1990s)
• “Life Insurance, Estate Planning, and Mortality” – a lecture series on what non-insurance professionals need to know to advise their clients about life insurance.  Presented to Loyola University Law School Institute for Continuing Legal Education and to the New Orleans Estate Planning Council, University of New Orleans, Executive MBA Program (2002 to present)

• Wayne and his wife Roni have three children and three grandchildren.  They live in Kenner, Louisiana.  Wayne practices in Louisiana, Mississippi, Alabama, Texas, California and Montana.