Life Insurance Settlements: Benefiting Your Client…and You!

500,000 seniors a year will stop making the premium payments on their life insurance policies, and walk away with little or nothing. Millions more annually will surrender their policies. Why? Because they no longer want the policy, no longer need the policy or can no longer afford the policy, and they do not know there…

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Estate Planning 101

Grow your understanding of Estate Planning Join us for a presentation by attorney Ilya Lyubimskiy (JD, CPA, CFE) which will focus on estate planning best practices. During the presentation, Ilya will explain common misconceptions and what should be avoided when creating an estate plan. He will also cover why it’s usually not a good idea…

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Using Home Equity for a Better Retirement

Join Harlan Accola, National Reverse Mortgage Director at Fairway Independent Mortgage Corporation, as he discusses using home equity to create a better retirement. In this presentation, Harlan will highlight and answer key questions on the following topics: Sequence of Returns RiskCan your clients use a reverse mortgage in estate planning to increase the legacy to…

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Ending Ageism Together

Ageism is in our minds and our institutions – and it impacts our health, our ability to work, our economy, and how we interact with our own clients, co-workers, and family members. Join Janine as she talks about the impact of ageism, the progress being made across the country to reduce it, and how to…

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