Faculty: Henry Montag, CFP, Managing Director, The TOLI Center East; Andrea B. Schanker, Schanker and Hochberg, P.C
The COVID-19 pandemic and the recently passed SECURE Act have caused many changes that may impact you or your client's existing life insurance policy.
In addition, declining interest rates and a volatile stock market have further complicated the situation whereby a non-guaranteed life insurance policy is expiring prematurely as a result of your or your client's neglect and inaction as a result of a lack of understanding of the current life insurance portfolio.
Our panel of experts will address the challenges and considerations one should consider as it relates to life insurance and COVID-19 and new legislatives changes, including how the CARES Act modified the Secure Act.
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