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NAIFA-FSP WEBINAR SERIES

NAIFA_FSP_header

The Newest Trends in Life Settlements 

 

Life Settlements are back! The demand for life settlements has seen a resurgence as seniors realize the benefits of reevaluating their life insurance strategy.

Join us for this important webinar where the experts from Coventry will show you the newest trends in life settlements and how they can help your clients.

Attendees will learn:

  • How firms working with life settlement companies are creating value for clients within the financial planning process while driving new sources of revenue

  • Why more policy owners are open to selling their existing life insurance – with four strategies to determine if your client is a good fit for a life settlement

  • How the marketplace is changing in 2024 – including new capital sources – which are driving greater flexibility and higher payouts for your clients

 

Webinar Sponsored by

Coventry logo

 

REGISTER

 

Continuing Education & Additional information are provided below.

Thursday, February 15, 2024

11:00 am - 12:00 pm eastern

 

Registration Fee*

 

Live Event:

FREE for Members

$59 for Non-Members

 

CFP Credit: $5

CPE/Accounting Credit: $5

Prof. Recertification (PACE) Credit: $5

 

*Registration Fee includes live webinar, and access to the presentation material

Program Overview

February 15th | 11 am - 12 pm eastern

SPEAKER

Peter Hershon

Coventry

X

Coventry

Peter Hershon

Peter Hershon, CLU, ChFC is a Senior Vice President, Account Services for Coventry. With more than 19 years of combined experience in life settlements and life insurance, Peter heads up Coventry’s team of Regional Vice Presidents and manages Coventry’s national distribution.

Peter is a graduate of Lehigh University with a Bachelor of Science degree in Finance. He has his Chartered Financial Consultant® and Chartered Life Underwriter® designations, Series 7, and Series 63 licenses.

CONTINUING EDUCATION INFORMATION

Educational Level

Intermediate

 

CE Credits

1 CFP® credit has been applied for.

1 Professional Recertification credit (formerly PACE) has been applied for.

1 CPE (accounting) credit has been applied for.
-CPE Prerequisite: Basic understanding of life insurance
-CPE Advanced Preparation: None
-CPE Delivery Method: Group Internet Based
-CPE Program Level: Intermediate-Advanced

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.nasbaregistry.org

FSP's Refund Policy for webinars: If you are not satisfied or cancel your registration, a credit will be issued for a future program. Credits are valid for one year. For more information regarding administrative policies on complaints and refunds, please contact our office at 800-392-6900.

$5.00 fee per credit.

You must participate in the live webinar in order to earn CE credits and must be logged in to the web portion. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, FSP will report your credit to the CFP Board for you after the webinar.

ADDITIONAL INFORMATION

 

Program Material

Upon registration, you will receive instructions via e-mail on how to participate in the program. The e-mail will also include instructions for downloading the PowerPoint/presentation material.

 

Program Archive

The recording of this program will be available through Coventry about a week after the live event. To access the recording, please contact the presenter, Peter Hershon at phershon@coventry.com or 800-442-1181. The recording link will not be automatically emailed to registrants after the webinar and will not be available on the FSP/NAIFA Website, as per Coventry's request.