The Secondary Market for Life Insurance – Current Trends, New Applications
We are pleased to announce that Jack Elder, J.D., LL.M., Vice President, Account Services for Coventry, will be the guest speaker on the topic of The Secondary Market for Life Insurance – Current Trends, New Applications at our May 12th Annual Meeting during which we will conduct the election of our 2021-2022 Slate of Officers and Directors, followed by the speaker presentation.
This presentation examines the trends that are driving the secondary market’s continued growth and provides an overview of the five most common applications being used by advisors today. Specifically discussed will be term settlements, policy replacement strategies, Retained Death Benefit Options (with and without a cash settlement) and settlements for smaller face policies, using several case examples to illustrate the concepts being presented. 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.
Guest Attendees:
Due to the fact that we’ve had to move to all virtual programming, guests are welcome to attend our webinars at no charge. However, our guest policy remains essentially the same: guest attendance by a professional colleague is limited to two virtual events within a two-year period. Eligible guests and professionals that work or live in Fairfield County can apply for EPC-LFC membership by completing a membership application, accessible on our website (www.epclfc.org). Questions regarding membership or the application process can be addressed by Robin Sherwood, CFP®, our First Vice President, Membership, at 203-972-8262 or robin@htgadvisors.com.
Please click on the document link below for speaker bio and registration details for members and guests. Note, registration deadline is Monday, May 10th.
