584 Results for ‘what-to-do-with-that-unwanted-life-insurance-policy

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OnDemand Course: What to Do With That Unwanted Life Insurance Policy

What to Do With That Unwanted Life Insurance Policy

Learn the process needed to determine the best use of an existing unwanted life insurance policy. As financial planning practitioners, our clients will seek our guidance on old whole life insurance policies.

Available as OnDemand Course, MP3 Download

Live Webinar: Best Practices in Identifying and Preventing Life Insurance Fraud

Best Practices in Identifying and Preventing Life Insurance Fraud

Life insurance fraud is becoming more common; learn how to detect these acts and prevent them from happening. The insurance industry is among the most heavily regulated industries in America.

Live Webinar February 9, 2022 1:00pm EST

CLE, CPE credit available

OnDemand Course: Estate Planning Insurance Strategy for Life Insurance Settlements

Estate Planning Insurance Strategy for Life Insurance Settlements

Learn valuable strategies for life insurance settlements and how you can help your clients get maximum value for a life insurance policy.Many wealth advisors, though they have heard of life settlements, have no...

OnDemand Course: Managing Life Insurance in a Trust Setting

Managing Life Insurance in a Trust Setting

In volatile markets, look under the hood of life insurance with an industry expert as your guide. Managing life insurance has been harder this last year than any year in recent memory, with volatile equity markets and...

OnDemand Course: Best Practices in Identifying and Preventing Life Insurance Fraud

Best Practices in Identifying and Preventing Life Insurance Fraud

Life insurance fraud is becoming more common, learn how to detect these acts and prevent them from happening.The insurance industry is among the most heavily regulated industries in America.

OnDemand Course: A Practical Guide to Using Life Insurance in Business Planning

A Practical Guide to Using Life Insurance in Business Planning

Gain an understanding of how life insurance can be utilized purposefully to accomplish a business' goals and objectives.Many entrepreneurs and executives have heard of life insurance being utilized for business planning...

Available as OnDemand Course, MP3 Download

OnDemand Course: Leave Your Legacy: Using Life Insurance for Charitable Giving

Leave Your Legacy: Using Life Insurance for Charitable Giving

Understand ways in which to work with a donor and a charity to meet the goals of each entity. Whether you are representing a donor or a charity in your planning, deferred giving is an important tool in both charitable...

OnDemand Course: Modern Life Insurance Illustrations: Legitimate Uses, Questionable Practices, and Practical Alternatives

Modern Life Insurance Illustrations: Legitimate Uses, Questionable Practices, and Practical Alternatives

Gain an understanding of the life insurance illustration and ensure that life insurance product recommendations are in your client's best interest.Significant changes to the definition of life insurance, together with...

Available as OnDemand Course, MP3 Download

OnDemand Course: Using Irrevocable Life Insurance Trusts in Estate Planning

Using Irrevocable Life Insurance Trusts in Estate Planning

This on-demand webinar will benefit intermediate to advanced lawyers and insurance professionals who want to obtain a deeper understanding of why ILITs remain viable in the current tax environment.

OnDemand Course: Legal and Regulatory Status of the Life Settlements Industry

Legal and Regulatory Status of the Life Settlements Industry

Properly advise your clients with an understanding of the life insurance industry and federal legislation.This topic will provide you with a window into a little understood and sometimes controversial asset class which...

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