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January 20, 2022 – Broadcast CE – Peter Hershon
January 20 @ 9:00 am - 10:00 am
SFSP/NAIFA Members – FREE
Non-Members – $20 (payment due before CE credits reported)
Call 317-844-6268 for registration questions.
Address payment to NAIFA-Indiana and send to:
NAIFA-Indiana, PO Box 459, Fishers, IN 46038
Questions, contact Sandy Gray at 317-844-6468 or email
January 20, 2022
(All times are ET)
8:50 am – Zoom login
9:00 am – The Secondary Market for Life Insurance Current Trends, New Applications, Peter Hershon
10:00 am – Dismissal
9:00 am – 10:00 am
“The Secondary Market for Life Insurance Current Trends, New Applications”
Peter Hershon, CLU, ChFC
SVP, Account Services, Coventry
– 1 hour Indiana Insurance CE approved
– 1 hour CFP CE approved
– 1 hour CLE CE approved
Peter Hershon, CLU, ChFC is Senior Vice President, Account Services for Coventry, the leader and creator of the secondary market for life insurance. With more than 10 years of combined experience in life settlements and life insurance, Mr. Hershon heads up Coventry’s Account Services Team and manages Coventry’s national distribution. Mr. Hershon is a graduate of Lehigh University with a Bachelor of Science degree in Finance. He has his Chartered Life Underwriter® and Chartered Financial Consultant® designations, Series 7, and Series 63 licenses.
This course examines the trends that are driving the life settlement market’s continued growth and provides an overview of the five most common applications being used by advisors today. The presentation will specifically discuss life settlements for term policies, policy replacement strategies, retained death benefit options (with and without a cash settlement), and life settlements for smaller face policies, along with several examples to illustrate the concepts. In addition, the seminar will discuss factors that determine a policy’s value and strategies for educating others about the opportunities presented by the market.
Attendees will learn:
– An historical overview of the life settlement market and its transactions.
– New opportunities to create greater value for your clients, including retained death benefit options.
– The benefits of policy valuation and real world examples representing life settlement concepts.
– The importance of due diligence and current regulations.