NAEPC Webinars (See All):
Issue 33 – February, 2020
Webinar Video
Complimentary Webinar: Life Settlement Legal and Ethical Responsibility (Video)
Life settlement providers, who represent the institutional investors, have noticed the lack of life settlement discussions and education coming from planning professionals and are filling this void by increasing their direct-to-consumer marketing. Such direct marketing exploits a crack in the chain of fiduciary oversight and places senior clients in a position where they might enter into a contract to sell their life insurance policy without having any advocate at the table to protect their best interests in the life settlement process.
Learn more about the Robert G. Alexander Webinar Series.
Speaker: Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV
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