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Creating a Lasting Legacy Through Life Insurance
Course Information
Content Level:  Intermediate
NAPFA Subject Area: B-Insurance & Risk Management
Course Description

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

Utilizing life insurance can assist clients in granting their legacy to cherished individuals or supporting charitable endeavors. In this session, acquire insights into effective strategies for optimizing assets when clients intend to establish a legacy using life insurance.

Learning Objectives
  1. Understand ideal insurance ownership/beneficiary designs for legacy planning
  2. Learn how hybrid life/LTCi polices help clients from spending down assets
  3. Understand the financial underwriting for life insurance when used for a public legacy
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: On-Demand
Access expires on 12/31/2024
Initial Cost: Member: $39.00
Non-Member: $59.00
Additional Cost: CFP® CE Quiz: $10.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
Contains: 2 Courses
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