Life Insurance Settlements

  • Friday, October 23, 2020
  • 12:00 PM (MDT)
  • https://cofpa.org/meetinginfo.php?id=173&ts=1595025372


Life Insurance Settlements: Benefiting Your Client... And You! 
with Lisa Rehburg

1.0 CFP CEs, and 1.0 Colorado insurance CEs

500,000 seniors lapse their life insurance policies each year.  Why?  The short answer is because they no longer want, need or can afford their policies and don't know there is another option...a life insurance settlement.  This program will provide a full picture of life insurance settlements, and how they can help clients.

 

Lisa Rehburg is President of Rehburg Life Insurance Settlements, a life insurance settlements broker. Lisa has been in the health and life insurance industries for over 30 years.  She has presented to hundreds of organizations, including various Financial Planning Associations, Estate Planning Councils, Planned Giving Roundtables, NAPFA, NAIFA and Health Underwriters Associations, to raise the visibility of life insurance settlements as an option for clients, when appropriate. 

 

and - 

Political Update

Quincy Krosby,  chief market strategist for Prudential Financial, provides perspective on the impact of geopolitical events on the economy.

The Colorado FPA - Life Insurance Settlements:  Benefitting Your Client...and You!  It has been approved for 1 hour of CFP CE, and Colorado Insurance CE      

Here is the link to register:  
https://cofpa.org/meetinginfo.php?id=173&ts=1595025372



FPA of Greater Phoenix
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261

Office Hours:
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Fri: closed
Phone: 480-483-9035
Fax: 480-922-5283


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