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.
Henry Montag, CFP, Managing Director, The TOLI Center East; Andrea B. Schanker, Schanker and Hochberg, P.C
1.5 NY CLE Credits; 1.5 Skills
All Programs include 1 Affirmation and 1 Evaluation Form, and Course Materials.
To receive CLE credit for a program in Online Video Format:
Online Videos contain CLE codes that you must type into a supplied online affirmation form. Submit the online affirmation to the NYCLA CLE Institute to be issued a CLE certificate. We recommend that you watch the video as soon as possible.
We can only issue CLE credit if the law is still current.
Course Materials: You can download course materials on the Online Video webpage.
