January 29, 2020
Complimentary Sponsored Webinar: Life Settlement Legal and Ethical Responsibility
Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV
Complimentary Sponsored Webinar:
Speaker: Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV
There is no cost to register for this webinar!
Wednesday, January 29, 2020
Not able to attend on the live date and time?
Disruption is the new normal for many planning professionals that work with their clients in a fiduciary capacity. It's difficult for any fiduciary to feel comfortable today working with clients on matters that are outside of their area of expertise. This is especially true with life settlements.
Life settlement providers, who represent the institutional investors, have noticed the lack of life settlement discussions and education coming from planning professionals and are filling this void by increasing their direct-to-consumer marketing. Such direct marketing exploits a crack in the chain of fiduciary oversight and places senior clients in a position where they might enter into a contract to sell their life insurance policy without having any advocate at the table to protect their best interests in the life settlement process.
We will discuss multiple disruptive factors that have negatively impacted senior clients and show how we arrived at a point where so many seniors are not represented by a fiduciary when they sell their policy on the secondary market. We will review life settlement regulations, laws, and litigation that protect the rights of policy owners to sell their policies. Our main goal is to alleviate the confusion surrounding life settlements that have caused a majority of fiduciary advisors to avoid discussing life settlements with their clients. We will close with a list of Life Settlement Best Practices for Fiduciaries that will help them protect their client's best interest if their client is planning to lapse or surrender an existing life insurance policy.
Jon B. Mendelsohn, CEO of Ashar Group/Ashar SMV, is an accomplished presenter and frequent speaker at the Annual Conference of the National Association of Estate Planners and Councils (NAEPC), American Institute of Certified Public Accountants (AICPA) annual ENGAGE Conference, the Association for Advanced Life Underwriting (AALU), Advisors in Philanthropy (AIP), and several other conferences and meetings nationally. Ashar Group is an independent resource that supports financial advisors and fiduciaries by providing life insurance appraisals, life settlements, and longevity services.
The yearly subscription offers a substantial discount to attend all of the programs during the calendar year! After completing the registration you will be emailed a discount code that can be used to register for the programs you wish to attend. (Please allow up to a week for processing.) Prices start at $280. See complete information and registration form.
February 12, 2020
Basis Step-Up Strategies in Light of Portability and Tax Law Changes
Steven B. Gorin, JD, CPA, AEP®
March 11, 2020
Charitable Giving and Tax Planning Strategies in the TCJA Era
Patrick J. Saccogna, JD, LL.M. (taxation), CPA*, AEP®
April 8, 2020
The Ethical Considerations of NYS DFS Reg 187, FINRA Rule IM2210 and the UPIA Relating to "Decision Support Material" Used by Life Insurance Producers and Attorneys CPAs and RIAs in the Life Insurance Decision Process
Steven S. Zeiger CEBS, TEP
May 13, 2020
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
June 10, 2020
Planning Team Revenue Opportunities Generated by New Tax Law
Terri L. Getman, JD, CLU®, ChFC®, RICP®, AEP® (Distinguished)
July 8, 2020
August 12, 2020
Vincent M. D'Addona, CLU®, ChFC®, RICP®, RFC, CExP™, MSFS, AEP® (Distinguished)
September 9, 2020
Zen and the Art of Trust Modification
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October 14, 2020
December 9, 2020
See complete details about all upcoming webinars from NAEPC.
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National Association of Estate Planners & Councils 1120 Chester Avenue, Suite 470 Cleveland, OH 44114
|29 Jan 2020|
NAEPC Webinar - Life Settlement Legal and Ethical Responsibility
|12 Feb 2020|
NAEPC Webinar - Basis Step-Up Strategies in Light of Portability and Tax Law Changes
|11 Mar 2020|
NAEPC Webinar - Charitable Giving and Tax Planning Strategies in the TCJA Era
|18 Mar 2020|
Chapter Meeting - Diversification of Assets
|08 Apr 2020|
NAEPC Webinar - The Ethical Considerations of NYS DFS Reg 187, FINRA Rule IM2210 and the UPIA Relating to "Decision Support Material" Used by Life Insurance Producers and Attorneys CPAs and RIAs in the Life Insurance Decision Process
|13 May 2020|
NAEPC Webinar - TBD
|20 May 2020|
Chapter Meeting - Medicare/Medicaid
|10 Jun 2020|
NAEPC Webinar - Planning Team Revenue Opportunities Generated by New Tax Law
|08 Jul 2020|
NAEPC Webinar - TBD