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How TOLI Trustees Can
Keep From Getting Sued

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.

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What Advisors Need to Know
About Life Settlements

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.

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The Wealth Advisors
Guide to Life Insurance

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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