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

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

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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.


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