Life Settlements For Fiduciaries

Life Settlements For Fiduciaries
Glenn S. Daily, CFP®, ChFC, CLU
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CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
Program Id: 565558115

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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, 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

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, CFP® CE, PACE credit toward the CLU® and ChFC® designations, and live CPA CPE credit.

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 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.

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27 reviews

3.7  (27)
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Good presentation.

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I had a hard time following the odds program - maybe because I am not too familiar with life settlements.

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Good Information

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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.

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