CLINICAL/CE WEBINAR
Life Insurance Settlements – Benefitting Your Client…and You!
Wednesday, January 29, 2020
4:00 pm ET, 3:00 pm CT, 2:00 pm MT, 1:00 pm PT
Registration deadline: January 22, 2020
Sponsored by
Many clients are looking for additional sources to fund their health care and long-term care needs. One asset that most people don’t consider is their life insurance policy. 500,000 seniors a year lapse their life insurance policies, walking away with little or nothing. Why? They no longer want or need the policy, and don’t know there is another option. Through a life insurance settlement, a client can sell their unwanted policy for a lump sum of cash. This cash can be used to pay for their care needs.
Goal: Introduce the audience to what a life insurance settlement is and how it can be useful as a funding source for clients’ care. We bring the audience through all aspects of life insurance settlements from their history and regulation to the types of clients where they work best through to how much a policy can be worth.
Learning Objectives:
Participants will be able to:
- Explain how a life insurance settlement works as a possible funding source for a client’s care needs
- Identify where a life insurance settlement is a good option to help clients meet their care needs
- Explain the process and timing of the transaction to clients, as well as be able to discuss the positive and negative consequences of a life insurance settlement
Continuing Education Credit Hours
This webinar has been approved for 1 CE contact hour from NACCM, and has applied for approval from CCMC. Please note, this webinar is NOT approved by NASW or NYSED.
About the Presenter
Lisa Rehburg is President of Rehburg Life Insurance Settlements, a life insurance settlements broker. Lisa has been in the health and life insurance industries for over 30 years. She has held executive roles at carriers, general agencies and TPAs. Ms. Rehburg is energized by helping care professionals and their clients benefit from unwanted or unneeded life insurance policies. By having access to many investor groups, Rehburg Life Insurance Settlements can place more policies and realize a better return for clients. She holds a Bachelor of Arts degree in Finance and a Master of Arts degree in Organizational Development.
Cancellation Policy
The registration fee for webinars is non-refundable. Registrants who are not able to attend the webinar will receive audio & video files following the event. In the unfortunate event that a webinar needs to be cancelled or rescheduled ALCA will notify the registrant by email and provide information on the new date or alternative arrangements. If the registrant is not able to attend the new date ALCA will refund the registration fee or place a credit towards a future event.