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Life Settlement Market Trends
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Life Settlement Market Trends

This webinar will explore the current trends in the life settlement market.

11/19/2019
When: Tuesday, November 19, 2019
12:00 - 1:00 PM ET
Where: Online Webinar
United States
Presenter: Peter Hershon, CLU, ChFC
Contact: Member Services
800.392.6900


Online registration is closed.
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Life Settlement Market Trends

 

Program Overview

This course examines the trends that are driving the life settlement market’s continued growth and provides an overview of the five applications most commonly used by advisors today. The presentation will specifically discuss life settlements for term policies, policy replacement strategies, retained death benefit options (with and without a cash settlement), and life settlements for smaller face policies, along with several examples to illustrate the concepts. In addition, the presenter will discuss factors that determine a policy’s value and strategies for educating others about the opportunities presented by the market.

 

 

You will learn:

  • An historical overview of the life settlement market and its transactions

  • New opportunities to create greater value for your clients, including retained death benefit options

  • The benefits of policy valuation and real world examples representing life settlement concepts

  • The importance of due diligence and current regulations

 

 

 

Featured Speaker:

Peter Hershon, CLU ChFC is a Senior Vice President, Account Services for Coventry. With more than 15 years of combined experience in life settlements and life insurance, Peter heads up Coventry’s team of Regional Vice Presidents and manages Coventry’s national distribution. Mr. Hershon is a graduate of Lehigh University with a Bachelor of Science degree in Finance. He has his Chartered Financial Consultant® and Chartered Life Underwriter® designations, Series 7, and Series 63 licenses.


 

 

Educational Level

Intermediate

 

CE Credits

1 CFP® credit, 1 CPE (accounting) credit, and 1 Professional Recertification (formerly PACE) credit have been approved.

$5.00 fee per credit.

You must participate in the live webinar in order to earn CE credits. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, FSP will report your credit to the CFP Board for you after the webinar.

 

Registration Fee (includes the PowerPoint)

FSP Premier Members FSP Members Non Members
Live Event: INCLUDED* INCLUDED* $159.00
CFP® Credit: INCLUDED $5 $5
CPE Credit: INCLUDED $5 $5
PACE/PRCE Credit: INCLUDED $5 $5

* FSP Members still need to register as usual.

Not an FSP Member? Join now and get ALL webinars for free.

 

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.

Test your connectivity to GotoWebinar.

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

 

Make the most of your webinar experiencecheck out these tips.

 

Program Archive

The recording of this program will be available through Coventry about a week after the live event. To access the recording, please contact the presenter, Peter Hershon at phershon@coventry.com or 800-442-1181. The recording link will not be automatically emailed to registrants after the webinar and will not be available on the FSP Website, as per Coventry's request.

 

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