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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: New Reasons for Annual Valuations and Life Settlements

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The recommended number of CPE credit hours is: 1

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Original Air Date Archives Level CE Credits*
Wednesday, 07/30/14
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
New Reasons for Annual Valuations and Life Settlements
Archive: $
Total: $
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Sponsored by

Program Overview

As a professional working with high net worth individuals, keeping an eagle eye on new strategies to help protect assets is part of your fiduciary responsibility. Annual valuations help keep you ahead of the curve when your client's financial and retirement plans change.  This Webinar explores new reasons why a life settlement may be a solution and how a policy valuation can help you find forgotten funds for your clients.

Attendees will Learn:

  • How pre-qualifying clients for a life settlement saves time and enhances the investment management experience for both advisor and client. 
  • Why wealth managers and financial advisors are focusing on ILITs.
  • The number one concern amongst all baby boomers, including high net worth individuals, is balancing long-term care needs with long-term care expenses.

Featured Speaker:

Snow Inocencio is senior account manager of market development and branding with The Lifeline Program. With more than 23 years of experience in the financial service industry, Snow evaluates the procurement of life insurance policies on the secondary market. She manages the BGA/MGA relationship and leads seminars focused on retirement funding options for seniors, specifically life settlements, long-term care, and reverse mortgages. Snow's responsibilities include policy review, pricing, and negotiation. She also researches liens or judgments against proposed policies for sale and ensures clear title to the policy. Additionally, she educates consumers about their rights to selling an existing unwanted life insurance policy through direct consumer marketing campaigns. Snow is actively involved in Lifeline's Anti-fraud committee. Professional association memberships include, LISA, AALU, NAIPIC, and Women in Insurance and Financial Services.