Life Settlement Market Trends
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
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.
1 CFP® credit, 1 CPE (accounting) credit, and 1 Professional Recertification (formerly PACE) credit have been applied for.
$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)
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- Register online by selecting the "Register" button above.
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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.
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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 firstname.lastname@example.org 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.