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The Secondary Market for Life Insurance (Chapter Hosted Webinar)

August 15, 2018 @ 9:00 am - 10:00 am

Program Overview

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 the life settlement concepts.
  • The importance of due diligence and current regulations.

 

Featured Speaker:

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.

 

CE Credits:

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

For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar.

 

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

Details

Date:
August 15, 2018
Time:
9:00 am - 10:00 am
Event Categories:
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Organizer

Silicon Valley FSP Chapter

Venue

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