May 11 - Life Settlements Market Update

Daniel Reisinger, CLU, ChFC, MS will present on investment alternatives.

This course will examine both sides of the life settlement marketplace today – selling unwanted policies and buying policies to diversify investment portfolios.

This course will provide the attendee with an overview of what to look for in life policies to better ascertain their marketability. The course will provide the attendee an overview of the purchases of secondary market life insurance policies and how they may enhance a client’s overall portfolio.

CEs are pending.

June 8 Annual Meeting

More information will be posted. Please save the date.

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September 15 Market Update, Jeff Krumpelman, Mariner Wealth Advisors
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December 8 Medicare / Long Term Care Amber Hinds, AshBer
March Annual Spring Symposium with NAIFA Delaware and DAHU
  • Business Valuation and Continuation Planning
    Natalia Keene, JD, Advanced Sales, Securian Financial Group, Inc.
  • Advanced Annuity Strategies
    Scott Talley, Regional VP Equitable
  • Impaired Risk, Underwriting Considerations
    Isaac Dyer, FLMI, ACS, Principal Financial Group
  • Use of Technology for Better Employer and Employee Decisions
    Colleen Patterson, Compliance, Savoy
  • Legislative Regulatory Updates for Health Underwriters
    Dave Mordo, Director of BenefitMall and Teaching Compliance Specialist
  • Tax Planning Considerations for 2021
    Michael Kelly, CPA - Principal – Tax & Small Business, Belfint, Lyons, Shuman CPAs

 

April 13th – State of the Regional and National Economy

State of the Economy presentation. Ryotaro (Ryo) Tashiro, Senior Outreach Economist from Federal Reserve Bank, Philadelphia.

Join the SFSP Delaware Chapter

Use the link to the right to join the Delaware Chapter of SFSP. If you have any questions, please email the Chapter Executive and she will be happy to assist you.