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What’s Driving Life Settlement Growth?

Featured Speakers:

 

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

 

Session Description:

 

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 

Register

Explore the NAIFA LECP Center

Immediate Access To:

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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.

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Expert Advice

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).

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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.

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Advocacy

The Center is the catalyst to unite the industry with advocacy priorities and objectives that will protect and advance care for consumers.

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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.

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Consumer Outreach

Content created for consumers to raise awareness of the industry, products and services essential in planning and addressing needs in limited and extended care.