Loading Events

« All Events

  • This event has passed.

Life Insurance as an Alternate Asset (Chapter Hosted Webinar)

October 24, 2018 @ 9:00 am - 10:00 am

Program Overview

Life insurance is gaining wide acceptance as an alternative asset in the accumulation portfolio because of the potential returns and low market correlation.  As people approach the distribution phase in their lives, life insurance can evolve into a core asset in their portfolio.  This webinar explores the unique attributes of multiparty life insurance ownership arrangements in business and estate planning today, with a particular focus legacy planning issues and opportunities.


Attendees will learn:

  • How life insurance assets can be used to match mortality and longevity risks
  • How individuals, trusts, and businesses can share ownership of life insurance assets
  • Unique legacy planning strategies using life insurance


Featured Speaker

Richard Forcht, CLU, ChFC is a Senior Consultant with Lincoln Financial Distributors, specializing in strategic sales applications. He brings to the position over 30 years of industry experience in insurance and financial planning. Richard spent 10 years as the National Director of Advanced Planning with Aetna Retirement Services, where he became known as an authority in the areas of estate and business planning. His background includes retail financial planning, field management and corporate product development. Most recently he has worked with Lincoln Financial Distributors as a strategic sales consultant. Richard is a native of Dallas, Texas and is an alumnus of the University of Texas.


CE Credits

1 CFP® credit, 1 CPE (accounting) credit, and 1 PACE/PRCE (Professional Recertification) credit have been applied for.


Registration Fee (includes PowerPoint and Continental Breakfast)

Members: Free (included with membership); Guests: $20

$5 extra for CE

RSVP: Nancy Williamson, Esq. Board Member

Email: nlwlaw@gmail.com


October 24, 2018
9:00 am - 10:00 am
Event Categories:
, ,


Silicon Valley FSP Chapter


Office of Jesse G. Dogillo, CFP®
102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
+ Google Map