Carroll Golden, CLU, ChFC, CLTC, CASL, LACP, FLMI, Executive Director, Limited and Extended Care Planning Center
Alan H. Buerger, Co-Founder and Executive Chairman, Coventry
Peter Hershon, CLU, ChFC, Sr. Vice President Account Services, Coventry
Patrick Cahill, CRPC, RICP, Head of Strategic Accounts, Coventry
The demand for life settlements has seen a resurgence as seniors realize the benefits of reevaluating their life insurance strategy. Join us for a Virtual Executive Roundtable where we will examine current market trends in life settlements and how you can leverage this important financial tool.
Topics we will explore include:
The life settlement industry evolution and history.
How the marketplace is evolving, including new capital sources driving flexibility and higher payouts for your clients.
How firms are creating value for clients within the financial planning process particularly with healthcare and long-term care planning while driving new sources of revenue.
The latest laws and pending legislation that will impact your fiduciary responsibility.
Why more policy owners are open to selling their existing life insurance
How to identify life settlement opportunities in your client base and business growth plans.
LECP WEBINAR SERIES
September 23, 2021, at 2 pm eastern
Companies that believes in us
Explore the NAIFA LECP Center
Immediate Access To:
Research, Trends & Innovations
Information and intelligence on trends shaping the industry, including: caregiving, case studies, surveys, new product ideas and reports on technologies revolutionizing care.
Planning in Advance (estate, financial, retirement); Pre-Need (options and insurances); Point of Need (assessments, funding, services such as reverse mortgages, life insurance settlements, home care agency).
Education & Training
Opportunities that allow advisors to learn about products and obtain leading designations, certifications and continuing education on planning for current and future needs.
The Center is the catalyst to unite the industry with advocacy priorities and objectives that will protect and advance care for consumers.
Real-Time Industry Connection
The LECP Center is a living, breathing and growing virtual hub where important networking, conversations and education – often begun at annual industry events – will be able to thrive year-round.
Content created for consumers to raise awareness of the industry, products and services essential in planning and addressing needs in limited and extended care.
OUR KEY CONTRIBUTORS
About the LECP
NAIFA’s Limited & Extended Care Planning Center is from the collaboration of NAIFA and its sponsors. The site adheres to NAIFA’s anti-proselytizing policy and NAIFA code of ethics to which all members ascribe. To learn more about NAIFA, visit NAIFA National’s website