Carrol Golden

Featured Speakers:

Carroll Golden, CLU, ChFC, CLTC, CASL, LACP, FLMI, Executive Director, Limited and Extended Care Planning Center

Alan H. Buerger, Co-Founder and Executive Chairman, Coventry

Peter Hershon, CLU, ChFC, Sr. Vice President Account Services, Coventry

Patrick Cahill, CRPC, RICP, Head of Strategic Accounts, Coventry

Session Description:

The demand for life settlements has seen a resurgence as seniors realize the benefits of reevaluating their life insurance strategy. Join us for a Virtual Executive Roundtable where we will examine current market trends in life settlements and how you can leverage this important financial tool.

Topics we will explore include:

• The life settlement industry evolution and history.
• How the marketplace is evolving, including new capital sources driving flexibility and higher payouts for your clients.
• How firms are creating value for clients within the financial planning process particularly with healthcare and long-term care planning while driving new sources of revenue.
• The latest laws and pending legislation that will impact your fiduciary responsibility.
• Why more policy owners are open to selling their existing life insurance
• How to identify life settlement opportunities in your client base and business growth plans.

NAIFA LECP Coventry virtual executive roundtable invitation, Sept. 23^rd @ 2 PM EST

Registration: https://lecp.naifa.org/life-settlement-growth