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Estate Planning Insurance Strategy for Life Insurance Settlements

 

Learn valuable strategies for life insurance settlements and how you can help your clients get maximum value for a life insurance policy.

Many wealth advisors, though they have heard of life settlements, have no understanding of the transaction. Yet many clients are looking to maximize the value of life insurance they no longer need. Advisors have the opportunity to be a resource for clients. But life settlements are confusing, and navigating the marketplace is a mystery to most advisors. This topic will provide the wealth advisor with all of the information needed to be a guide for clients looking for direction. The material provides a background in the history and use of life settlements. It will unlock the life settlement sales process and provide the attendee with a real-life look at successful life settlements. The information will focus on practical matters like taxation and include creative solutions that you can implement for clients right away. This topic will demystify the subject and provide a practical and prudent process for fiduciaries and trustees to follow while examining the life settlement option. A robust handbook accompanying the session will become your favored manual on the subject. By attending, you will become a resource your clients and peers will look to when addressing this subject.

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Estate Planning Insurance Strategy for Life Insurance Settlements

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Estate Planning Insurance Strategy for Life Insurance Settlements

Faculty

Michael Brohawn, CFP®, CLU®, CAP®

Michael Brohawn, CFP®, CLU®, CAP®

YourLifeInsuranceSolution.com

  • A resource for trustees and wealth advisors looking to buy and sell life insurance at www.YourLifeInsuranceSolution.com
  • One of the founders of Insurance Trust Monitor, Inc. (ITM), a firm that pioneered the outsourcing of trust-owned life insurance (TOLI) trust and policy management; the firm evolved into ITM TwentyFirst, the largest life insurance policy management firm in the country with more than two hundred clients, including some of the country's leading trust, banking, and financial firms
  • Developed the remediation services that set ITM TwentyFirst apart by providing a prudent process for trustees managing and maximizing life insurance for beneficiaries; while there, created ITM TwentyFirst University, and wrote the TOLI Handbook (www.TOLIHandbook.com)
  • A leading educator to peers in the life insurance field, especially trust-owned life insurance (TOLI); he has been an instructor at the annual Cannon Financial Institute's Unique and Hard to Value Assets Program held on the University of Notre Dame Campus in South Bend, Indiana, and has spoken to industry associations as diverse as Top of The Table, Texas Bankers Association, Fiduciary and Risk Management Association (FIRMA), and American Bankers Association (ABA)
  • Quoted in the Wall Street Journal and Financial Times publications, as well as other industry publications; he has published numerous articles, including three published in the last year in Estate Planning Magazine
  • Received the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Chartered Advisor in Philanthropy (CAP®) designations
  • In 2019 he published his first book, The Wealth Advisors Guide to Life Insurance (www.UnderstandLifeInsurance.org)
  • Can be contacted at [email protected]
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Estate Planning Insurance Strategy for Life Insurance Settlements

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