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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."

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FSP Board of Directors, 2011-2012


Sponsored Education Online: Policy Valuation: A Key to Growing Your Business

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, 06/25/14
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
Policy Valuation: A Key to Growing Your Business
Archive: $
Total: $
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Sponsored by

Program Overview

In an ever-changing environment, there are no guarantees that your client's financial plan will stay on course. Whether it is due to personal, estate or business changes, a life insurance policy valuation resulting in a life settlement can be the solution that puts them back on track. Jonah Kahn will present ideas on using policy valuation as a valuable prospecting and client retention tool.

Attendees will Learn:

  • Historical overview of the secondary market and its transactions
  • New opportunities to create greater value for clients and grow their business
  • The benefits of policy valuation and real world examples representing concepts presented
  • Importance of due diligence and current regulations

Featured Speaker:

Jonah Kahn is senior vice president, Account Services for Coventry, the creator and leader of the secondary market for life insurance. With more than 15 years of experience in the insurance industry, Mr. Kahn is responsible for the development of Coventry's account services team and growing distribution through the financial advisor community in the United States. He is also a national educator and speaker on the secondary market. Prior to joining Coventry, Mr. Kahn was a regional vice president of AXA Financial where he was responsible for developing and maintaining sales relationships in the New York metropolitan area. He received his Bachelor of Arts degree from Pace University. Mr. Kahn holds his Series 7 and Series 63 licenses.