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.
September 15 Market Update, Jeff Krumpelman, Mariner Wealth Advisors
December 8 Medicare / Long Term Care Amber Hinds, AshBer
- 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
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.