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
Morgan ScottVice 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.
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:
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!
National Association of Insurance and Financial Advisors of Connecticut
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