The Life Insurance Lapsing Policy Crisis

Date: Monday, October 23, 2017
Time: 12:00pm - 1:15pm
Location: MAC 405 Washington Avenue
Speaker: E. Randolph Whitelaw

Click HERE to register and get a ticket

About the talk:

• What caused the lapsing policy crisis?

• What corrective action can be taken?

• Are life insurance advisors the problem?

• Should legal advisors serve as ‘Accommodation’ ILIT Trustees?

CE

CPE Learning Objectives

Upon completion of this course, you should be able to:

Identify life insurance policies at risk of lapse

Understand the creditable risk management appropriate for different product type and objectives

Avoid allegations of misleading - and decptive marketing practices

Affirm ongoing policy suitability.

Delivery Method: Group-live setting

Earn 1 CPE Credits for this session. Number of credit hours earned based on 50 minutes of talk. Change if more than one hour.

Field of Study:  Sepcialized knowledge and applications

Program Level Intermediate

Prerequisites – There are no prerequisites or advanced preparation for this session – Change if there are any prerequisites.

Who should attend? Everyone at all levels

CFP 

Program Summary:  An Advisor and Trustee guide to managing life insurance risk and avoiding a client crisis.

Learning Objective(s): How to identify lapsing life insurance policies and provide creditable policy risk management.

How to unskilled ILIT Trustees can provide a creditable scope of services to maximize the probability of a favorable planning outcome. 

Level of Complexity Intermediate

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