Decide for yourself what role life settlements will play in your practice as you listen to three distinct perspectives on this fast-growing and controversial segment of the life insurance industry. Our panel of experts will debate the positive and negative aspects of life settlements, the regulatory issues that must be understood, and the various situations that present a challenge to the financial/insurance adviser. Count on the moderator to keep the discussion lively by drawing attention to the ethical implications of each point of view.
This program will answer the following questions:
- What is a life settlement and when is it appropriate?
- What are ethical considerations in discussing or failing to present a life settlement option to your client?
- What is the regulatory environment for life settlements?
- How does SOLI/IOLI fit into the life settlement market?
- What are alternatives to life settlements?
- What are the tax implications of life settlements?
Available on DVD only. Books not available.