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December 16, 2021 – Broadcast CE – 1 Hour – Bob Cohen
December 16, 2021 @ 9:00 am - 10:00 am
December 16, 2021
(All times are ET)
8:50 am – Zoom login
9:00 am – The Gotchas & Trap Doors of Life Insurance, Bob Cohen
10:00 am – Dismissal
9:00 am – 10:00 am
“The Gotchas & Trap Doors of Life Insurance“
Principal, Tamar Fink
– 1 hour Indiana Insurance CE pending
– 1 hour CFP CE pending
– 1 hour CLE CE pending
Bob’s focus is in the charitable planning and life insurance arena only, choosing to collaborate with other qualified professionals in the legal, tax, and wealth management areas.
With a non-profit/gift planning background beginning in 1989, Bob is a co-founder of Tamar Fink Charitable Advisors (TFCA), which has exceeded $1 billion in completed charitable gifts.
“It is extremely rewarding to help donors align their giving plans with their giving goals in order to expand services for their favored non-profits.”
In addition, Bob specializes in the evaluation of mispriced and under-performing life insurance policies, and remedies years of policy neglect and mismanagement. Bob “rescues” lapsing policies to acquire new, favorably priced policies, including for individuals with “pre-existing conditions.”
“It concerns me that good people, buying life insurance for selfless reasons, will lose their policy due to poor policy design, and lack of attention. My objective is to help all beneficiaries receive their anticipated benefits.”
Bob is an established speaker and writer on the topic of charitable planning, and effective life insurance policy evaluation/maintenance.