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)