Are you like me? You can’t pass up the urge to buy a new book but never seem to find the time to read them all? Are unread books stacking up on your bedside table or office desk? Relax, there are those who believe your book buying is a “badge of honor.” (1) Why? The...
Sunday nights are special around here. My wife and I head over the causeway to visit her 93-year-old parents who live on the river. The best part of Sunday dinner is afterward – wine is left on the table, coffee is added, and the family stories come out. Growing up...
An article in the Financial Times announced, “profoundly low interest rates are here to stay,” which should cause investors to “recalibrate” assumptions with their investments. On July 31st the Federal Reserve lowered interest rates for the first time since the...
After spending over a decade keeping clients from getting sued or writing a big check, there are few people nationwide who know more about the steps to be taken by a trustee to mitigate liability and dramatically increase customer service. Each year, millions of dollars in checks are written behind closed doors by TOLI trustees. In this session, I will teach you how you can reduce the chances that one of those checks has your signature on it. This session is perfect for any organization that includes fiduciaries and trustees.
Selling a life insurance policy can potentially maximize its value – especially if it is no longer needed. But we all know that the sales process is often murky, at best. What if I took you behind the scenes to explain life settlements and showed you a prudent process to make thoughtful decisions about the sale of a policy? I will show you when to sell a policy (and just as important when not too) and how to get the most value for the policy – information found in very few places. This session is perfect for advisors that work in the estate planning community – especially with older aged clients.
Let me take you through the life cycle of a policy, starting with a process for policy selection and purchase. This session taps into my background in policy management. It offers guidance for ongoing policy stewardship, including steps you should take to maximize the value of a policy if your client’s goals have changed. As in my book, I provide very useable and comprehensive guidance so you can immediately assist clients in the use of life insurance. This session is perfect for anyone whose practice touches life insurance.
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