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"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."

Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012


Sponsored Education Online: What Financial Professionals Need to
Know About Life Settlements

CPE CE Credit Approvals

The recommended number of CPE credit hours is: 1

The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.

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There are no formal registration requirements for course providers in the balance of the states.

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Original Air Date Archives Level CE Credits*
Wednesday, 04/24/13
12:00 noon – 1:00 p.m. ET
Order online
Call: 1-800-392-6900
Via Email
Intermediate PACE: 1 hr
CPE: 1 hr
CFP®: 1 hr
[Password provided in your registration email]

* You must participate in the live event to get the PACE, CPE and CFP credit.

Order Archive
What Advisors Need to Know About Life Settlements
Archive: $
Total: $
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Sponsored by

Program Overview

The Lifeline Program continues to educate baby boomers, seniors, their families and industry professionals on life settlements as a financial option. In this program, financial professionals who assess the needs of clients and develop strategies on investments, insurance, taxes, retirement, and estate planning will learn how life settlements work and why understanding the role they play in retirement and estate planning can increase assets under management for advisors and in turn, increase client retention.

A 2012 study performed by ICR uncovered that 79 percent of baby boomers and seniors surveyed believe financial advisors and insurance agents are responsible for discussing life settlements with clients. Many financial professionals are familiar with Life Settlements but lack the essential knowledge to enter the "comfort phase" of the conversation. For more information on the life-changing solution offered through life settlements, call 1-800-282-BETTY or visit www.thelifeline.com.

Attendees will Learn:

  • The difference between Life Settlements and other financial planning options for seniors
  • How to identify clients who are eligible for a life settlement
  • How the life settlement transaction process works
  • How financial planners and advisors benefit from life settlements
  • How working with The Lifeline Program® removes the complexity of introducing a new product and allows advisors to focus on their bread-and-butter products

Featured Speaker:

Snow Inocencio is senior account manager, Market Development & Branding, with The Lifeline Program. With more than 22 years of experience in the financial service industry, Snow evaluates the procurement of life insurance policies on the secondary market. She negotiates prices and reviews industry documents such as illustrations, trusts and premium financing loans. She also researches liens or judgments against proposed policies for sale and ensures clear title to the policy. Snow promotes and leads P3 seminars for insurance agents and financial professionals about the life settlement process. Additionally, she educates consumers about their rights to selling an existing unwanted life insurance policy through direct consumer marketing campaigns. She is an active member of Lifeline's anti-fraud committee and LISA.