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Planning Opportunities with Structured Settlements (Webinar)
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Planning Opportunities with Structured Settlements (Webinar)

The presenters will discuss the planning opportunities with today's structured settlement market.

 Export to Your Calendar 12/6/2017
When: December 6, 2017
12:00 - 1:00 PM ET
Where: Online Webinar
United States
Presenter: Mike McGlothlin, Phil Krause, Steve Pilger, Lynne Martel, Matthew Harrison
Contact: Member Services
800.392.6900


Online registration is available until: 12/6/2017
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Sponsored by:

 

Program Overview

Structured settlements continue to make up a $5 billion market in the United States. However, that only represents the market for injuries. There is a whole other world and uses for structured settlements that can positively impact your business regardless if your focus is individual or corporate markets. The panel will present the opportunities with today’s structured market with personal injury settlements and nonqualified settlements (nonpersonal settlements). Structured settlements can not only provide valuable benefits to injured individuals but also provide funding for corporate buyouts and succession plans. Attorneys can create future income streams through attorney fee structures as well. Creativity is key in providing benefits to beneficiaries and knowledge in the structured market place is critical to success.

 

Attendees will learn:

  • The advantages of qualified personal injury settlements.
  • Proper uses of non-qualified settlements for business and personal benefits.
  • Holistic planning opportunities associated with structures.
  • How to build relationships with attorneys and create referrals from attorneys.

Featured Speakers:

 

Mike McGlothlin, CLU, ChFC, CFP, LUTCF

Executive Vice President of Retirement Products

Ash Brokerage

 

 

 

 

 

Phil Krause, CSSC, CLMP

Managing Director of Strategic Planning

Ringler Associates

 

 

 

  

 

Steve Pilger

National Sales Director of Pension Risk Transfers and Structured Settlements

Ash Brokerage

 

 

 

 

 

Lynne Martel, MBA

Havelet Assignment Company

 

 

 

Matthew Harrison, LL.B

Havelet Assignment Company

 

Make the most of your webinar experience—check out these tips.

 

CE Credits

1 CFP® credit, 1 CPE (accounting) credit, and 1 PACE/PRCE credit have been applied for. Credits are pending approval.

 

Registration Fee (includes PowerPoint and access to the archived program)

FSP Premier Members FSP Members Non Members
Live Event: INCLUDED* INCLUDED* $59.99
CFP® Credit: INCLUDED $5 $5
CPE Credit: INCLUDED $5 $5
PACE Credit: INCLUDED $5 $5

* FSP Members still need to register as usual.

 

Registration Options

  • Register online by selecting the "Register" button above.
  • Call our Member Services department at 800-392-6900, Monday–Friday, 9:00 a.m. – 4:00 p.m. ET
  • Refund Policy

Program Material

Upon registration, you will receive instructions via e-mail on how to participate in the program. The e-mail will also include instructions for downloading the PowerPoint presentation.

 

How Webinars Work

All you need to participate in a webinar is a computer with Internet access to view the live presentation. For the audio portion, you have the option of listening to the program through your computer's speakers (VOIP) or through the telephone. If you prefer not to view the Web presentation, you have the option to listen only over the phone.

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You can also join a webinar from your iPhone, iPad or Android device. To get the GoToWebinar app:

iPhone/iPad: https://itunes.apple.com/us/app/gotowebinar/id1244921300?mt=8

Android: https://play.google.com/store/apps/details?id=com.logmein.gotowebinar&hl=en

 

Program Archive

This program will be recorded. The recording will include both the audio portion and the PowerPoint slides.

All registrants will be emailed the link to the recorded webinar about a week after the live event.

The recording will also be available in the Member Resources area of the Website for unlimited viewing by FSP members.

Webinar recordings are archived for two years.

 

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