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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    1.50 total credit hours including

    • General

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      1.50 credit hours

      Available until:

      06/08/2020

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      06/08/2020

    1.50 total credit hours including

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      1.50 credit hours

      Available until:

      06/08/2020

    1.50 total credit hours including

    • General

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      1.50 credit hours

      Available until:

      05/09/2020

    1.50 total credit hours including

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      1.50 credit hours

      Available until:

      06/08/2020

    1.50 total credit hours including

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      1.50 credit hours

      Available until:

      01/27/2022

    1.50 total credit hours including

    • General

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      1.50 credit hours

      Available until:

      06/08/2020

    1.50 total credit hours including

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      Applied for

      1.50 credit hours

      Available until:

      05/09/2020

    1.50 total credit hours including

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      Status:

      Applied for upon completion

      1.50 credit hours

      Available until:

      05/09/2020

    1.50 total credit hours including

    • General

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      Approved

      1.50 credit hours

      Available until:

      06/08/2020

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      06/08/2020

    1.80 total credit hours including

    • General

      Status:

      Available for credit

      1.80 credit hours

      Available until:

      06/08/2020

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      06/08/2020

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      06/08/2020

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      06/08/2020

    1.80 total credit hours including

    • General

      Status:

      Reciprocity

      1.80 credit hours

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      06/08/2020

    1.50 total credit hours including

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      1.50 credit hours

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      06/08/2020

    1.50 total credit hours including

    • Areas of Professional Practice

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      1.50 credit hours

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      06/08/2020

    1.50 total credit hours including

    • General

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      Approved

      1.50 credit hours

      Available until:

      05/09/2020

    1.50 total credit hours including

    • General

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      Approved

      1.50 credit hours

      Available until:

      06/08/2020

    1.50 total credit hours including

    • General

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      1.50 credit hours

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      12/30/2019

    2.00 total credit hours including

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      06/08/2020

    1.50 total credit hours including

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      1.50 credit hours

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      06/19/2020

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      1.50 credit hours

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      05/09/2020

    1.50 total credit hours including

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      1.50 credit hours

      Available until:

      03/23/2021

    1.50 total credit hours including

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      1.50 credit hours

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      06/08/2020

    1.75 total credit hours including

    • General

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      Approved

      1.75 credit hours

      Available until:

      06/08/2020

    1.50 total credit hours including

    • Law & Legal Procedure

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      1.50 credit hours

      Available until:

      06/16/2020

    1.80 total credit hours including

    • General

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      Approved

      1.80 credit hours

      Available until:

      06/08/2020

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.75 credit hours

      Available until:

      05/09/2020

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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

    Moderators

    Jennifer B Cona

    Panelists

    E Randolph Whitelaw, Henry Montag, Robert Stephen Barnett

    Sponsors

    ABACLE

    Product Code

    CE1706LIPOLC

    Duration

    90

    Publication Date

    6/20/2017 12:00:00 AM

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