Webinars With Industry Experts

Life Settlements For Fiduciaries

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Life settlements can be a useful solution to specific financial problems, but they are illiquid, opaque, and complex instruments. Glenn Daily, a fee-only insurance advisor since the mid-1980s, leads this one-hour CE course for fiduciaries.

Glenn, who has collaborated with A4A since its inception a decade ago, is the co-founder of TellUsTheOdds.com, a new application targeted to advisors and their clients to evaluate life settlements. Glenn will discuss when life settlements make sense and when they don’t. He will show attendees how to estimate the value of a life insurance policy and how to help clients succeed as sellers in the life settlement market.

Eight A4A members who attend this class will be eligible for a free one-hour online consultation in which Glenn will show you how to evaluate one of your actual cases using TellUsTheOdds.com.

Glenn S. Daily is one of the few fee-only life insurance advisors in the U.S. He provides consulting services to individuals, businesses, trustees and other professionals. Compensation is strictly on a fee basis. No commissions or other payments are received from agents or insurance companies for clients’ purchases.

This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, CFP® CE, PACE credit toward the CLU® and ChFC® designations, and live CPA CPE credit.


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