-
Continuing Education And News Analysis For Financial Planners
Dec 08, 2020An Important Update From Fritz Meyer As unlikely as it may seem, a powerful new bull...
Register Now
-
Redesigning Portfolios Built For Accumulation To Work In The Decumulation Phase
Dec 16, 2020Class description for CE about low-expense portfolio design: The worst time to suffer a stock market loss is a few years before and...
Register Now
-
2021 Tax Planning Continuing Professional Education
Dec 17, 2020Please join us for Robert Keebler's December tax analysis webinar. For Growing Fiduciaries With...
Register Now
-
Three Retirement Income Withdrawal Techniques For Roth And Taxable Accounts
lf you’re a fiduciary advising retirees with taxable or tax-free Roth assets, this class shows you how to help clients decide among three...
View Replay
-
Urgent Planning Considerations In Light Of A Biden Administration
Class Description: Urgent Planning Considerations In Light Of A Biden Administration Transferring property out of a taxable...
View Replay
-
2020 Post-Election Tax Planning CE For Professionals
For Growing Fiduciaries With the election of Joseph R. Biden Jr. as the 46th U.S. President, higher federal...
View Replay
-
The Shape Of The Recovery; Fritz Meyer, November 2020
Election Eve Update From Fritz Meyer The economy grew at an anomalous 33.1% annual rate in the...
View Replay
Life Settlements For Fiduciaries
-
Glenn S. Daily
05/01/19 4 PM EST Live CPA IWIProgram Id: 565558115 3.7Average Attendee Rating Poor Average Excellent
Download The Slides
Life settlements can be a useful solution to specific financial problems, but they are illiquid, opaque, and complex instruments. Glenn Daily, a fee-only insurance advisor since the mid-1980s, leads this one-hour CE course for fiduciaries. 
Glenn, who has collaborated with A4A since its inception a decade ago, is the co-founder of TellUsTheOdds.com, a new application targeted to advisors and their clients to evaluate life settlements. Glenn will discuss when life settlements make sense and when they don’t. He will show attendees how to estimate the value of a life insurance policy and how to help clients succeed as sellers in the life settlement market.
Eight A4A members who attend this class will be eligible for a free one-hour online consultation in which Glenn will show you how to evaluate one of your actual cases using TellUsTheOdds.com.
Glenn S. Daily is one of the few fee-only life insurance advisors in the U.S. He provides consulting services to individuals, businesses, trustees and other professionals. Compensation is strictly on a fee basis. No commissions or other payments are received from agents or insurance companies for clients’ purchases.
This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications.
More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.
User reviews
Good presentation.
I had a hard time following the odds program - maybe because I am not too familiar with life settlements.
Good Information
Thank you for the quick overview of life settlements and for trying to make it understandable for those of us who are very inexperienced when it comes to life insurance. For strict fiduciaries, it seems like a hornet's nest of issues, primarily as Glenn points out, the idea of conflicts of interest. I enjoyed the short summaries most of all, and was fairly well lost during the formulaic discussions as I have zero life insurance experience or knowledge. I appreciate your attempts to make it understandable.
