Program Chair and Faculty: Henry Montag, CFP, CLTC, The TOLI Center East LLC
Faculty: Mark Dorfman, CLU, ChFC, Oberlander Dorfman, Inc.; Andrea B. Schanker, Schanker and Hochberg P.C.
Program Sponsor: Nationwide Mortgage Bankers, Inc
Many people equate life insurance to having car insurance -- you find a policy, pay the premiums, and then rest easy knowing you are insured.Yet in reality, obtaining, understanding and maintaining the right kind of life insurance is more complex -- whether you have Term, Whole life, Universal insurance or the new Combo/Linked/Hybrid policies that pay for long term care costs from the death benefit.
Hear from a panel of experts about what you need to know regarding the different types of life insurance policies, their options and how to address many of your client’s current problems that they’re not yet aware of.
Topics to be discussed include:
— Current trends in the life insurance industry which an Attorney should know
— Alerting a client about an impending problem with their life insurance coverage
— Preventing clients from having their non-guaranteed life coverage expiring early
— The effect of interest rates & neglect: Buy and Hold vs Buy and Manage strategies
— The role of the life insurance agent/broker and the Insurance company
— The role and responsibility of an amateur trustee, and the attorney's role in guiding them
— Preventative and corrective strategies the Attorney should be aware of
— Utilizing a life insurance policy for its Living Benefits
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Click here to download PDF form for mail registration (no fax)