The secondary market for life insurance continues to evolve, creating new opportunities for financial professionals to help clients evaluate policies that may no longer meet their needs. Join us Thursday, October 1, from 12:00 to 1:00 p.m. Eastern for a webinar featuring Peter Hershon, CLU, ChFC, Senior Vice President of Account Services at Coventry, who will discuss current trends driving the market’s growth and how financial professionals are using secondary market strategies with clients today.

Hershon will explore five common applications, including term settlements, policy replacement strategies, retained death benefit options with and without a cash settlement, and settlements involving smaller face-value policies. Using case examples, he will also explain the key factors that can determine a policy’s market value, including the insured’s age and life expectancy, policy structure, and carrier considerations.

Attendees will gain a better understanding of how to identify potential life settlement opportunities for clients with unneeded or underperforming policies and how different settlement options may fit into broader planning strategies. The webinar will also address due diligence and regulatory considerations, along with ways financial professionals can educate clients and others about opportunities available through the secondary market for life insurance.This webinar is sponsored by Coventry. Register today to learn more.