Image For Activity Cover
Managing Existing Life Insurance Policies Successfully
Course Information
Free to NAPFA Genesis members ONLY courtesy of LLIS, the exclusive sponsor of NAPFA Genesis. To register, log in to the NAPFA Learning Center, go to “My Courses,” find this course, and click on the light blue button at right.

Content Level: Intermediate
NAPFA Subject Area: B-Insurance & Risk Management
Course Description

As a Fee-Only financial advisor, you may acquire clients with insurance already in place. When that happens, you will want to have a high-level understanding of their insurance. In this session, learn how to review clients’ needs initially and periodically, and to participate effectively in discussions with  insurance representatives to ensure clients are initiating and maintaining comprehensive coverage.

This webinar is sponsored by LLIS, the exclusive sponsor of NAPFA Genesis.

Learning Objectives
  1. Identify key policy provisions when reviewing a client’s existing coverage
  2. Assess how the current coverage fits with the client’s current financial plan or determine alternatives to the in-force insurance
  3. Evaluate the potential tax ramifications of changes to the current policy
Mark Maurer, MBA, CFP®

Mark Maurer, MBA, CFP®, is the president and CEO of LLIS in Tampa, Florida. As the son of insurance experts Keith and Judith Maurer, he grew up in the insurance industry and had an impressive education and mentoring combination. Maurer joined LLIS in 2003, earned his CFP® designation in 2006, and assumed the reins of LLIS ten years ago. Under his leadership and dedication, LLIS continues to expand its portfolio of solutions and services to Fee-Only financial advisors and clients. And his wife, Leah, joined the firm as well!

Availability: Registration Required
Expires on 06/30/2025
Location: Online Meeting
Date / Time: Jun 21, 2023 3:00 PM - 4:00 PM EST
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
Powered By