2.5 million seniors a year will lapse or surrender their life insurance policies, walking away with little or nothing. These could be your clients.
Join life settlement expert Lisa Rehburg to learn about the latest life settlement statistics, what type of policies can be sold, how much money clients can receive, how the buyers underwrite, taxation of proceeds, how proceeds can be used, regulation, and more. Many of these points will be supported with case studies to demonstrate which of your clients can benefit, including some very unusual case studies.
*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credit.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.