National Association of Estate Planners and Councils

NAEPC Webinar: The Secondary Market for Life Insurance: Current Trends, New Applications - Sponsored Session provided by Coventry

Presented by National Association of Estate Planners & Councils

Tuesday, January 28, 2025

3:00pm - 4:00pm ET

Speaker: Peter M. Hershon, CLU®, ChFC®

In The Secondary Market for Life Insurance: Current Trends, New applications, we examine the trends that are driving the secondary market's continued growth and review the five most common applications being used by advisors today. We will specifically discuss term settlements, policy replacement strategies, Retained Death Benefit Options (with and without a cash settlement) and settlements for smaller face policies.

Learning objectives for the program:

  1. Discover what a life settlement is and how it can benefit clients.
  2. When clients should consider a life settlement.
  3. Understand the parameters for life settlements and what impacts policy value.

 

Peter Hershon is a Senior Vice President, Account Services for Coventry. With more than 20 years of combined experience in life settlements and life insurance, Mr. Hershon heads up Coventry’s team of Regional Vice Presidents and manages Coventry’s national distribution.

Mr. Hershon is a graduate of Lehigh University with a Bachelor of Science degree in Finance. He has his Chartered Financial Consultant® and Chartered Life Underwriter® designations, Series 7, and Series 63 licenses.

 

 

This webinar will be hosted through Tradewing, NAEPCs new online community that will be fully-lauched in early 2025!  By attending you'll have a sneak peek into this new and exiciting community, which will also act as host to our monthly webinars.  WHEN REGISTERING FOR THIS COMPLIMENTARY WEBINAR YOU WILL BE ASKED TO CREATE A TRADEWING ACCOUNT. PLEASE CLICK THE RSVP BUTTON AND THEN "SIGN UP" IN THE POP UP WINDOW THAT APPEARS.

REGISTER HERE for the program. 

See all upcoming and previous webinars

The Robert G. Alexander Webinar Series

The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education.  Programs typically take place on the second Wednesday of each month at 3:00 pm ET. 

Not able to attend on the live date and time? 
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.

To Register: Click on "register here" on the page associated with the program you will be attending live or on-demand. ​

Continuing Education Credit

Continuing education credit is available at most webinars for Accredited Estate Planner® designees.  In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.  Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availability of credit. 

Event Conduct Policy

By registering, all attendees agree to follow the NAEPC Event Conduct Policy at each webinar.

Webinars will be hosted within NAEPC's new online community, Tradewing, which will allow us to offer them on a complimentary basis!  Participants must create an account and then register for the webinar they would like to attend.