What Attorneys Need to Know About the Three Different

What Attorneys Need to Know About the Three Different
What Attorneys Need to Know About the Three Different Types of Life Insurance – For Themselves and For Advising Clients
2 NY Credits: 1 Skills; 1 PP; Transitional and Non-transitional;2 NJ Credits: 2 General


Faculty: Mark Dorfman, CLU, ChFC, Oberlander Dorfman, Inc.; Henry Montag CFP, CLTC, The Toll Center East, 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 the right kind of life insurance is more complex -- whether you have term insurance, permanent insurance, or long term care and :hybrid" policies.

Hear from a panel of experts about what you need to know about the different life insurance options -- both for yourself and for when advising your clients. Topics to be discussed include:

— Current trends in the life insurance industry
— How to inform a client about an impending problem
— Preventing clients from joining the growing ranks of having non-guaranteed life coverage expiring prematurely
— The effect of interest rates.
— The role of the life insurance agent and the Insurance company
— The role and responsibility of an amateur trustee
— Preventative and corrective strategies
— Using life insurance for Living Benefits
— New Living Benefits in Life Insurance Policies, i.e., Long Term Care Coverage
— Review of Case Studies


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Click here to download PDF form for mail registration (no fax)
When
6/18/2019 6:00 PM - 6/18/2019 8:00 PM
Where
14 Vesey St 2nd Floor Auditorium New York 10007

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