Upcoming Events

Thomas Drapala, Director of Strategic Partnerships at RSSA (Registered Social Security Analysts), will present how advisors can use Social Security planning as the starting point to uncover broader opportunities in retirement income, insurance solutions, and overall holistic financial planning. 

This course examines the trends that are driving the secondary market’s continued growth and provides an overview of the five most common applications being used by advisors today. The presentation will specifically discuss term settlements, policy replacement strategies, Retained Death Benefit Options (with and without a cash settlement) and settlements for smaller face policies, using several case examples to illustrate the concepts being presented. In addition, the seminar will discuss factors that determine a policy’s value and strategies for educating others about the opportunities presented by the market.

The largest event convening the life & annuity industry — the producers, carriers, wholesalers, capital, and platforms shaping the future of income and financial security. Three days. One ecosystem.