Caregiver Economics – How to Protect Yourself as Well as Your Loved Ones
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The Five Stages of Business – Resulting in Business Success, Stability, and/or Transition
July 18, 2018
“Simply” Built to Partner – Partnering with Fiduciaries to Provide Policy Analytics
$25.00
Today’s financial landscape is more and more litigious. By partnering with estate attorneys and trust fiduciaries, we can not only change how life insurance is delivered but also help protect the fiduciary in the process. Life Insurance policies are an asset, but are not treated as such, until something goes wrong. The use of policy analytics provides answers before litigation rears its’ ugly head. Learn how to use social media to attract this burgeoning market.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Barry Waxler and Marc Schwartz
Today’s financial landscape is more and more litigious. By partnering with estate attorneys and trust fiduciaries, we can not only change how life insurance is delivered but also help protect the fiduciary in the process. Life Insurance policies are an asset, but are not treated as such, until something goes wrong. The use of policy analytics provides answers before litigation rears its’ ugly head. Learn how to use social media to attract this burgeoning market.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Barry Waxler and Marc Schwartz
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PolicyLogix for Business Owners
$25.00There is a $3 trillion pool of life insurance being neglected by the financial services industry. With more regulatory requirements, expectations of increased transparency, and expanding fiduciary litigation, these assets can no longer be ignored! This environment creates a breeding ground for missed wealth-creation opportunities, redundancy or omissions in risk management, nonexistent or obsolete succession planning, and lack of active management of existing insurance policies – thus creating big risk for the business owner and his or her family. Learn how to develop a Best Practices insurance risk management process that will also help you attract more clients.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Lori Messina, Esq. and Mike Rodman, CFP®
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Alternative Insurance Trends – What You Can’t Afford to Lose
$25.00Review the newest insurance products that can protect you and your family’s future. Topics include personal and professional cyber threats, terrorism, and how to personally protect yourself if you sit on multiple boards of directors. This discussion will address the fine line between professional and personal coverage needs.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Mindy Cagan-Joslin
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Life Insurance – Appropriate? Or Even Necessary?
$25.00Life insurance is often intended to fulfill a valid need in your client’s estate plan, but is the policy sold always appropriate, or even necessary? In today’s changed world of taxation, client bias, and fiduciary responsibilities, Trey and Steve share a refreshing approach to illustrating the varied considerations for life insurance as well as how to more thoroughly assist your clients in their insurance planning choices.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Trey Fairman, J.D., LL.M. and Stephen J. Mancini, Esq.
Click play to watch a short video about ‘Life Insurance – Appropriate? or Even Necessary?’
