Trust Owned Life Insurance and Policy Management 1 Hour Approved CPE, CFP® and CTFA Continuing Ed
Did you know:
- 70% of life insurance policies haven’t been reviewed in the past 5 years
- Over 50% of life insurance without active management are underperforming their original designs.
- 40% of flexible premium policies are illustrated to lapse within the insured’s lifetime
The only person tasked with monitoring a policy is often the policy owner who, most of the time, is completely unequipped to fill this role. Join Seth J. Buckley from Buckley Financial to learn more about these policies and how we can help our clients navigate these complex finaincial assets.
Including:
- The reasons why many trust-owned life insurance (TOLI) policies are not on track to deliver on their promises.
- The need for ongoing policy management
- How a policy review can help a policy perform as intended
- Real-life examples and `best practices when managing these policies
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.
