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DTSTART:20210225T173000Z
DTEND:20210225T183000Z
LOCATION:Zoom
UID:1991720210225T173000ZLife Viatical Settlements and the Benefits of Reviewing Existing Policies
DTSTAMP:20260429T051336Z
DESCRIPTION:\nThis seminar will cover the following:\n \nGary McCall, Vice President, Estate & Business Planning, German American, Evansville, Indiana\n Long Term Care Planning:  What does the market look like now vs 10 years ago? Viatical Settlements/Life Settlements Estate Planning/Wealth Transfer:  Two great reasons to use survivorship life in your planning! \nPaula Goodhew, personal Lines & Small Business Agent, German American, Bloomington, Indiana\n The importance of proper liability limits for personal clients and small businesses – risks of being under insured. Why you need an umbrella policy! Benefits to families, business owners, high net worth clients Importance of account reviews and policy reviews Understanding RCV – Why the value is different from the sale value/loan value. \nLearning Objective:\n \nThe learning objectives for this session include knowing about the types of personal insurance coverage needed for comprehensive planning: personal, business, and long term care needs.  Evaluating and processing what is needed will be key point of emphasis.  We will discuss what life and Viatical settlements are used for, how to choose which one to use, and the advantages and disadvantages of each.  Lastly, participants will learn more about the taxes involved with wealth transfer for mid to smaller size estates.\n \n \n \nLevel of Difficulty:\n \nMedium\n \nZoom meeting will be 1 hour and ce is pending.\n \nWe are looking for a topic to fill out the second hour and will update our membership when that happens.\n
SUMMARY:Life Viatical Settlements and the Benefits of Reviewing Existing Policies - Hoosier Hills Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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