OPTIONS FOR MATURE OR NEGLECTED LIFE INSURANCE POLICIES 1 Hour Approved CPE, CFP® and CTFA Continuing Ed
Join us to learn about the options and strategies for policies that may have outlived their purpose, or are no longer meeting their objectives. You will learn how you can help clients with policies that need attention and methods to maximize the insurance asset. Expand your understanding of how a policy review can prevent issues, resolve problems, and improve a client's situation.
Seth J. Buckley is President of Buckley Financial and has over 25 years' experience across the spectrum of life insurance consulting for both domestic and international clients, entailing estate, business and charitable planning. Prior to Buckley Financial, Seth was a Senior Vice President of Bank of America - US Trust's High Net Worth Insurance Group, where he was the leading insurance consultant nationwide. Prior to Bank of America - US Trust, he was practice leader of the Private Client Group at William Gallagher Associates as well as well as President of their broker-dealer.
