Sponsored Education Online: The Secondary Market for Life Insurance: The Market Today
CPE CE Credit Approvals
The recommended number of CPE credit hours is: 1
The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.
The Society's Refund Policy states that a refund may be given in most circumstances, less a $50 service fee. For more information regarding administrative policies on complaints and refunds, please contact our office at (800) 392-6900.
The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:
There are no formal registration requirements for course providers in the balance of the states.
* You must participate in the live event to get the PACE, CPE and CFP credit.
The secondary market for life insurance has transformed the wealth management industry, providing advisors with new tools for managing clients’ assets. This presentation provides advisors with a historical overview of the market, its transactions and how to capitalize on new opportunities to create greater value for clients and to grow their business.
This presentation covers market fundamentals from the origins of the market to how it is currently changing the business of wealth management. Specific topics include: policy valuation, life settlement transactions, identifying appropriate candidates, fiduciary responsibility, current state regulations and due diligence. The presentation also outlines proven strategies for incorporating secondary market opportunities into existing advisor practices. Throughout, several real-world case examples will illustrate the concepts presented.
Michael Coben is Senior Vice President, National Distribution for Coventry, the creator and leader of the secondary market for life insurance. With more than 25 years of experience in the insurance industry, Mr. Coben leads the company's sales initiatives as the secondary market for life insurance continues to expand. Mr. Coben is instrumental in developing national strategic alliances and increasing overall distribution from all channels for the company as well as overseeing Coventry's Regional and National Distribution Teams. He is also a respected national educator and speaker on the secondary market and currently serves as the Chief Executive Officer for Coventry Securities, LLC. Prior to joining Coventry, Mr. Coben was a Regional Director for Jackson National Life's Mid-Atlantic region where he was responsible for the distribution and sales management of life, annuity and variable products. Before joining Jackson National Life, he was a leading life wholesaler nationally for Manulife Financial's Mid-Atlantic regional office where he also served as the Associate General Manager. A graduate of Dickinson College, Mr. Coben holds his Series 6, 7, 24, 26 and 63 licenses.