The Life Insurance Policy Crisis: The Advisors' and Trustees' Guide to Managing Risks and Avoiding a Client Crisis (On-Demand CLE)

    The Life Insurance Policy Crisis: The Advisors' and Trustees' Guide to Managing Risks and Avoiding a Client Crisis (On-Demand CLE)
    CLE 90 min

    The Life Insurance Policy Crisis: The Advisors' and Trustees' Guide to Managing Risks and Avoiding a Client Crisis (On-Demand CLE)

    If your clients have been misled by deceptive life insurance marketing practices over the last 30 years, they're not alone. Our panel will review these practices, provide you with background information that contributed to an increasing number of life policies expiring prematurely and the resultant litigation, so you can take steps to minimize the risk for your clients' planning.

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    The program will highlight the specific product types at risk, and the dispute defensible intervention process available to minimize the probability of lapse and maximize the probability of a favorable planning outcome. Awareness of a problem is the first step to solving it. This program will not only bring the problem to light but examine the authors' guidance provided to advisors and trustees in their book, The Life Insurance Policy Crisis: The Advisors and Trustees Guide to Managing Risks and Avoiding a Client Crisis.

    Product Details

    Sponsor Groups

    ABACLE

    UPC Code

    0

    Product Code

    CE1706LIPOLC

    Trim Size

    0

    Duration

    90

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