Class Catalog (2008)

Life Settlements 101

60 min.
An overview of life settlement history, evolution of regulation and sample cases that illustrate the consumer benefits and practical planning uses of life settlements.
Tuesday, July 22, 2008 2:00 PM EST

Life Settlements:
Getting the Process and the Paperwork Right

60 min.
An overview of life settlement history, evolution of regulation and sample cases that illustrate the consumer benefits and practical planning uses of life settlements with an emphasis on how to correctly process cases, deal with regulatory requirements and essentially make sure that you do all you can to make your life settlement cases viable and move smoothly through the underwriting process.
Tuesday, July 29, 2008 2:00 PM EST

Life Settlement Regulation and Licensing

60 min.
A discussion of the legislative and regulatory history of life settlements, and a producer's duty to their clients in presenting the life settlement option. What a producer must do to license and document the transaction correctly.
Tuesday, August 5, 2008 2:00 PM EST

Life Settlements in a Bank or
Trust Fiduciary Setting

60 min.
How banks can use life settlements to salvage commercial loans that go bad. And, how trust departments or other professional fiduciaries eliminate their liability for underperforming policies in Irrevocable Life Insurance Trusts they administer.
Tuesday, August 12, 2008 2:00 PM EST

Advanced Uses of Life Settlements
in the Business Market

60 min.
Sample cases where life settlements assisted planners to effectively solve business problems.
Tuesday, August 19, 2008 2:00 PM EST

Advanced Uses of Life Settlements in Estate Planning

60 min.
Sample cases where life settlements assisted planners to organize and effectively deal with estate planning problems.
Tuesday, August 26, 2008 2:00 PM EST

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