Upcoming Webinars

 

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How We Saved Our TOLI Trustees Millions

With Aaron Hanson
June 28th at 2Pm ET
1 hour of CFP and CTFA CE

Nobody said managing life insurance trusts was easy. But that does not mean you should subject yourself to possible litigation costs. This session, headed up by a life insurance policy review expert will outline actual cases that could have easily lead to litigation expenses had we not acted quickly. The cases range from simple administration issues that could cost you thousands to a faulty policy replacement case that easily could have cost you as much as a million dollars. Together the cases represent millions of dollars in possible litigation and settlement costs. And they are avoidable. We will you why they occurred and how we avoided them. This is a session you will not want to miss.