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DTSTART;TZID=America/Phoenix:20210921T100000
DTEND;TZID=America/Phoenix:20210921T110000
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SUMMARY:Underwriting: Underutilized & Undervalued - One Hour CE Credit
DESCRIPTION:Never too late for education!\nWe’re making your ‘back-to-school’ as easy as ABC! Join us for this webinar on\nSeptember 21\, 2021\n10:00 a.m. – 11:00 a.m. (Arizona time)\nNo registration fee for NAIFA-Arizona members\nProgram qualifies for One Hour CE Credit \nTo register: click on the following link. After registering\, you will receive a confirmation e-mail containing information about joining the webinar\nhttps://allegisag.zoom.us/webinar/register/WN_X45rMCetRo2UxJ3hLzFLjw \n“Underwriting: Underutilized & Undervalued”\nThis course will cover: \nTypes of Underwriting and go into Non-Medical\, Financial Underwriting (Personal and Business Life Insurance)\, Medical Underwriting (Past and\nCurrent History)\, and include case studies. \nCarriers are not all the same. Important to understand each part of the underwriting and how each can\nhelp your case in order to get your client the best offer possible. \nPresenter: Barney Tanner\nBarney is the National Brokerage Director of Allegis Advisor Group in South Jordan\, Utah. He specializes in business-owned life insurance\, retirement planning and impaired risk underwriting. Prior to beginning his career as an insurance professional\, he spent over 10 years in the middle management of the finance and accounting field. He began his insurance career as an agent with New York Life. After five years\, he shifted into the brokerage world\,  here he works with independent insurance agents/agencies! Barney earned his BS in Business Administration from the University of California and earned an MBA from the University of Phenix. \nREGISTER
URL:https://naifa-az.org/event/underwriting-underutilized-undervalued-one-hour-ce-credit/
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DTSTART;TZID=America/Phoenix:20210923T140000
DTEND;TZID=America/Phoenix:20210923T150000
DTSTAMP:20260429T185401
CREATED:20210902T163546Z
LAST-MODIFIED:20210915T214320Z
UID:2242-1632405600-1632409200@naifa-az.org
SUMMARY:Coventry Virtual Executive Roundtable with Carroll Golden\, Executive Director with NAIFA LECP\, discussing life settlement trends
DESCRIPTION:What’s Driving Life Settlement Growth?\n\n\n\n\nLECP WEBINAR SERIES\n\n\n\n\n\n\n\n\nSeptember 23\, 2021\, at 2 pm eastern\n\n\n\n\n\n\n\n\n\n\n\n\nCarrol Golden \nFeatured Speakers:\nCarroll Golden\, CLU\, ChFC\, CLTC\, CASL\, LACP\, FLMI\, Executive Director\, Limited and Extended Care Planning Center\nAlan H. Buerger\, Co-Founder and Executive Chairman\, Coventry\nPeter Hershon\, CLU\, ChFC\, Sr. Vice President Account Services\, Coventry\nPatrick Cahill\, CRPC\, RICP\, Head of Strategic Accounts\, Coventry\n\nSession Description:\nThe 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.\nTopics we will explore include: \n\nThe life settlement industry evolution and history.\nHow the marketplace is evolving\, including new capital sources driving flexibility and higher payouts for your clients.\nHow 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.\nThe latest laws and pending legislation that will impact your fiduciary responsibility.\nWhy more policy owners are open to selling their existing life insurance\nHow to identify life settlement opportunities in your client base and business growth plans.\n\nREGISTER HERE\nNAIFA LECP Coventry virtual executive roundtable invitation\, Sept. 23rd @ 2 PM EST \nRegistration: https://lecp.naifa.org/life-settlement-growth \n\n\n\n\n  \n  \nPhoto by Yan Krukov from Pexels
URL:https://naifa-az.org/event/coventry-virtual-executive-roundtable-with-carroll-golden-executive-director-with-naifa-lecp-discussing-life-settlement-trends/
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