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Old Insurance Policies: Should They Stay, or Should They Go?
Course Information
Content Level: Intermediate
NAPFA Subject Area: B-Insurance & Risk Management
Course Description
Clients often purchase insurance policies early in life, but their circumstances change over the years. This webinar will review how a certain policy may have met a need at one stage in a client’s financial life, and how a different policy may be a better fit with their current financial goals. Attendees will learn about layering additional policies on existing ones vs. creating a new policy design altogether.
Learning Objectives
  1. Understand how different permanent/cash-value policies work and how they can be re-worked to better fit a client’s financial plan.
  2. Learn how to review group disability policies and individual disability policies to keep up with the rising income of clients.
  3. Determine how converting a client's existing term policy can be especially valuable if the client's health has declined.
Speaker
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, Mark 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, has joined the firm as well!

Summary
Availability: Registration Required
Expires on 12/31/2023
Location: Online Meeting
Date / Time: Oct 12, 2022 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
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