NAEPC Webinar Series Watch Party- January 28, 2025
Date: Tuesday, January 28, 2025
Time: 3:00pm - 4:00pm
Location: Hampton Roads Community Foundation, 101 W. Main Street, Suite 4500, Norfolk, VA 23510
Speaker: Peter M. Hershon, CLU®, ChFC®
NAEPC Webinar Watch Party: The Secondary Market for Life Insurance: Current Trends, New Applications - Sponsored Session provided by Coventry
Cost: Free for our members to view at HRCF office – please use the RSVP link below.
As a benefit of our Council earning the 5 Star Council Award, we can offer our members the Webinar Series at no charge. The Hampton Roads Community Foundation will be hosting the series so we can view this live webinar together. Guests are welcomed. Please register by Monday, January 27th so we know how many will be coming.
Overview:
In The Secondary Market for Life Insurance: Current Trends, New applications, we examine the trends that are driving the secondary market's continued growth and review the five most common applications being used by advisors today. We will specifically discuss term settlements, policy replacement strategies, Retained Death Benefit Options (with and without a cash settlement) and settlements for smaller face policies.
Learning objectives for the program:
- Discover what a life settlement is and how it can benefit clients.
- When clients should consider a life settlement.
- Understand the parameters for life settlements and what impacts policy value.
Peter Hershon is a Senior Vice President, Account Services for Coventry. With more than 20 years of combined experience in life settlements and life insurance, Mr. Hershon heads up Coventry’s team of Regional Vice Presidents and manages Coventry’s national distribution.
Mr. Hershon is a graduate of Lehigh University with a Bachelor of Science degree in Finance. He has his Chartered Financial Consultant® and Chartered Life Underwriter® designations, Series 7, and Series 63 licenses.
