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The Secondary Market for Life Insurance: Current Trends, New Applications
February 17, 2022 @ 9:00 am - 10:00 am
Free
Thursday, February 17, 2022 – 9:00 a.m. Arizona Time (11:00 a.m. EST)
The Secondary Market for Life Insurance: Current Trends, New Applications
Click on the following link to register – confirmation will come from Coventry:
https://coventry-ec.webex.com/coventry-ec/onstage/g.php?MTID=e794165096d98e7ca29603d92a4a34400
Presenter: Peter M. Hershon
Peter Hershon is a Senior Vice President, Account Services for Coventry. With more than 15 years of combined experience in life settlements and life insurance, Mr. Hershon heads up Coventry’s team of Regional Vice Presidents and manages Coventry’s national distribution. He is a graduate of Lehigh University with a Bachelor of Science degree in Finance. He has his Chartered Financial Consultant and Chartered Life Underwriter designations, Series 7, and Series 63 licenses.
Course Description:
This course examines the trends that are driving the secondary market’s continued growth and provides an overview of the five most common applications being used by advisors today. The presentation will specifically discuss term settlements, policy replacement strategies, Retained Death Benefit Options (with and without a cash settlement), and settlements for smaller face policies, using several case examples to illustrate the concepts being presented. In addition, the seminar will discuss factors that determine a policy’s value and strategies for educating others about the opportunities
presented by the market.
The course qualifies for one hour of Arizona Continuing Education Credit.
NAIFA-Arizona Exclusive – no registration fee for members.
To download a PDF brochure click: NAIFA Arizona February 2022 CE webinar2.pdf