Life Settlements For Fiduciaries

Webinars

User reviews

27 reviews

 
(7)
 
(9)
 
(8)
 
(2)
 
(1)
Rating 
 
3.7  (27)
Already have an account? or Create an account
Back to Listing
27 results - showing 1 - 5  
 
Ordering 
 
Rating 
 
5.0

Nice resource for clients with insurance policies who no longer have a need.

Was this review helpful to you? 
Rating 
 
3.0

Dense. I would need to see this several times to really grasp it.

Was this review helpful to you? 
Rating 
 
1.0

Too technical, hard to follow, not a very interesting speaker. Way out of my paygrade!

Was this review helpful to you? 
Rating 
 
3.0

For me, it would have been better as a high level view of assisting clients with these types of decisions - and, then maybe a case study as a follow-up webinar. But, not everyone thinks the way I do (top-down).

Was this review helpful to you? 
Rating 
 
5.0

Great info and new tool to use. Thanks!

Was this review helpful to you? 
27 results - showing 1 - 5  
 
 

 

We're the right news and professional education solution for you if you’re a fiduciary who:

 

--  holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually  

--  likes Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

--  relies on economic fundamentals

--  broadly diversifies a core of client portfolios in low-expense funds

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  wants thought leadership when bad news breaks 

 

A4A courses, accredited by the CFP Board, IWI, and NASBA, power a special brand of independent financial advice. We also leverage the Web to benefit consumers as well as fiduciaries enrolled in our classes.

 

 

   JOIN