Innovative Ways Life Insurance Can Minimize Risk

Course Information

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

Course Description

This program brought to you by LLIS, exclusive sponsor of NAPFA Genesis.

Life insurance can provide piece of mind, knowing that clients and their loved ones are protected. This session will explain the basic features of term policies and the features that they offer. Presenter Brian Ciccarelli will help fee-only financial advisors understand the benefits of term insurance in their clients’ planning solutions and explore the advantages of policy conversions and permanent life insurance.

Learning Objectives

Layering term insurance to provide coverage at different points in clients’ lives or to supplement their employer’s group coverage.
How an existing permanent policy can be part of a 1035 exchange to a term-and-universal life (term-UL) insurance policy.
How a policy’s conversion option could be used to secure coverage beyond a term insurance policy for their clients in deteriorating health.

Speaker

Brian Ciccarelli

Brian gives his all to everything he does. His favorite things to do include hosting football watch parties (he bleeds black/gold for Steelers and pewter/red for Bucs); working out at the Y and hiking the North Carolina mountains with his wife Kimberly and two sons, Evan and Johnny; grilling pizza, turkeys, and just about anything else on his big green egg; volunteering with Moffitt Cancer Center and at his kids' school; and helping advisors and their clients understand all the details of life and disability insurance.

Summary


Availability:	Retired


Initial Cost:	Member: $39.00 Non-Member: $59.00


Additional Cost:	CFP® CE: $10.00


Credit Offered:	No Credit Offered


Contains:	2 Courses

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