Upcoming events

    • Thursday, August 15, 2019
    • 8:00 AM - 11:30 AM
    • Sheraton Hartford South Hotel, 100 Capital Blvd, Rocky Hill, CT
    Register

    3 Hour CE Event: Life Insurance During Retirement + Bringing Split Dollar Back + Legacy Protection Strategies

    1- Hour/ CE Credit: Bringing Split Dollar Back

    Split-dollar life insurance, an arrangement in which the costs and benefits of a policy are shared among parties–typically between an employer and employee. This course will cover the division of interest in a life insurance policy, types of split dollar, types of loans and prospects for split dollar policies.

    1- Hour/CE Credit: Life Insurance in Retirement Planning

    This one hour course will cover assets used in retirement such as qualified assets, securities/brokerage accounts, rental properties, business proceeds upon sale, Social Security and Annuities. It will also go over the characteristics of life insurance such as taxation, protection, leverage, living benefits and supplemental retirement income and life insurance policy design points.

    1- Hour/CE Credit: Legacy Protection Strategies

    This one hour course will cover legacy protection and typical financial "life-span:" including strategies for saving and growing, advanced asset repositioning, IRAs and Life Insurance

    About the Instructor:

    Morgan Scott
    Vice President, Advanced Markets and Field Development at Columbus Life Insurance Company

    Morgan is the Vice President and head of Advanced Markets at Columbus Life with a background in both life insurance and annuities. He is experienced in team building, sales concept/program development and implementation, and in the marketing and distribution of life and annuity products in the independent, brokerage, and institutional channels.


    Sponsored by:


    • Tuesday, September 17, 2019
    • 8:00 AM - 11:00 AM
    • New Haven Country Club, 160 Hartford Turnpike, Hamden, CT 06517


    • Wednesday, October 02, 2019
    • 9:00 AM
    • Thursday, October 03, 2019
    • 5:00 PM
    • 99 Hawley Lane Suite 1400 Stratford CT 06614

    ABOUT THE CLASS
    CLTC will help you understand that not having a plan for long-term care will disrupt every other plan your client has created to secure financial viability.

    You Will Learn:

    • About the severe consequences of providing and paying for care
    • How to effectively convey these consequences in a way that compels clients to take action
    • Why LTCI is the essential tool that protects, not the individual, but those he loves
    • How to craft an affordable policy

    LOCATION
    NAIFA sponsored at New York Life
    360 Bloomfield Ave #402
    Windsor CT 06095

    ABOUT THE INSTRUCTOR

    Harley Gordon, Esq, CLTC Founder
    Attorney Harley Gordon is a nationally recognized authority on long-term care issues. He has been voted one of the “100 Most Influential People in Long-Term Care” by McKnight’s Long-Term Care News and was also named one of the “10 Most Influential People in Long-Term Care” by Senior Market Advisor. His book, How to Protect Life Savings from Catastrophic Illness, with over 150,000 copies in print, along with his newest book, In Sickness & In Health, helps consumers understand the devastating emotional and financial consequences of long-term care. Mr. Gordon is also a founding member of the National Academy of Elder Law Attorneys, a professional organization that deals with legal and ethical issues facing the elderly.

    $850 for NAIFA Members!
    USE CODE NAIFA19 TO SAVE!


    • Tuesday, October 08, 2019
    • New York Life, Windsor CT


    • Wednesday, October 16, 2019
    • 8:00 AM
    • Thursday, October 17, 2019
    • 4:00 PM
    • 360 Bloomfield Ave #402 Windsor CT 06095

    ABOUT THE CLASS
    CLTC will help you understand that not having a plan for long-term care will disrupt every other plan your client has created to secure financial viability.

    You Will Learn:

    • About the severe consequences of providing and paying for care
    • How to effectively convey these consequences in a way that compels clients to take action
    • Why LTCI is the essential tool that protects, not the individual, but those he loves
    • How to craft an affordable policy

    LOCATION
    NAIFA sponsored at New York Life
    360 Bloomfield Ave #402
    Windsor CT 06095

    ABOUT THE INSTRUCTOR

    Harley Gordon, Esq, CLTC Founder
    Attorney Harley Gordon is a nationally recognized authority on long-term care issues. He has been voted one of the “100 Most Influential People in Long-Term Care” by McKnight’s Long-Term Care News and was also named one of the “10 Most Influential People in Long-Term Care” by Senior Market Advisor. His book, How to Protect Life Savings from Catastrophic Illness, with over 150,000 copies in print, along with his newest book, In Sickness & In Health, helps consumers understand the devastating emotional and financial consequences of long-term care. Mr. Gordon is also a founding member of the National Academy of Elder Law Attorneys, a professional organization that deals with legal and ethical issues facing the elderly.

    $850 for NAIFA Members!
    USE CODE NAIFA19 TO SAVE!



Contact Us

National Association of Insurance and Financial Advisors of Connecticut

2400 Post Road
Warwick, RI 02886

Phone: 401-732-2400

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