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ENGAGE 2020


PFP2011 - Life Insurance Panel: What to do and What NOT to do!


Jun 8, 2020 1:30pm ‐ Jun 8, 2020 2:45pm

Description

Postcard: According to Andy Rooney, in a famous Chicago Tribune article, "The average red-blooded American hates insurance companies." Many financial advisors feel the same way, but if you hold yourself out as a comprehensive financial planner then it’s impossible to avoid altogether. Hear stories from an esteemed panel about how life insurance (or at least the analysis of) can be a valuable part of every client’s financial plan. Know what to do, what to avoid, and what questions to ask!

Speaker(s):

  • Susan J. Bruno, CPA/PFS, CFP, Managing Director, Beacon Wealth Consulting South
  • Barry D. Flagg, CFP. CLU, ChFC, GFS, President, Founder & Inventor, Veralytic
  • Martin Flaxman, Regional Director, Windsor Insurance
  • Michael Niemann, CPA, CGMA, AEP, TEP, CLU, ChFC, Executive Director, EY
  • Jamie L. Mendelsohn, Executive Vice President, Ashar Group - Life Settlements & Policy Valuations
Tags: PFP
Category: Concurrent Session (Onsite and Online)

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