Webinar Recap of “Life Insurance: Trends, Tips, and Review”
This webinar entitled “Life Insurance: Trends, Tips, and Review” was originally produced on Thursday, September 10, 2015. We hope that you enjoy the full recording of the presentation and additional resources offered below. This webinar was hosted by Greg Lowe (Partner/COO) of McKonly & Asbury with featured guests Donna Wanamaker (Principal) and Rachel Lower (Senior Consultant) from 1802 Insurance, a new division of Cornerstone Advisors.
This webinar highlighted the trends of insurance in non-qualified plans, keyman protection and buy sell funding. The presenters also touched on insurance buying tips and the importance of reviewing a life insurance policy periodically and what to look for during a review.
Watch or listen to a recording of the presentation below.
Download the audio file as an MP3 (22 MB)
Click here to download
This free, hour-long webinar took place on Thursday, September 10 at 2:00 p.m. EST. Free CPE credits were available. This program was a live webinar which offered you the opportunity to ask questions and interact with the presenters. There was no quiz and no exam. This webinar qualified as live CPE and was not considered self-study. No prerequisites were necessary for this webinar and the program level was basic / introductory.
- Advisory / Consulting
- Affordable Housing
- Assurance / Audit
- Business Valuation
- Community and Service
- Employee Benefit Plans
- HR / Employment
- Industry Reports
- Manufacturing / LEAN
- Risk / Management / Control
- Service Organization Controls
- Wealth Management