Life

Wednesday, January 18, 2017
3:00 pm – 4:00 pm ET

“COMPLIMENTARY SPONSORED WEBINAR:
Rethinking Life Insurance Valuation for Seniors”

Expertise offered by:
Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group and Ashar SMV

About the program:

Increasing longevity and other disruptive factors are changing the face of life insurance valuation. Fiduciaries and insurance professionals are demanding a more defensible determination of fair market value for advanced planning with senior clients. Form 712/Interpolated terminal reserve value DOES NOT EQUAL fair market value. New market-based valuation methodology, based on a real-time, willing buyer-willing seller marketplace for life insurance, is filling a void for tax planning, longevity analysis, and complicated hold/pay/change/sell decisions with senior clients. This discussion has broad application across practice areas and will help fiduciaries to mitigate risk and assure that client best interests are served.

About the speaker:

Jon Mendelsohn, CEO and Co-Founder of Ashar Group and Ashar SMV, is recognized nationally as the leader in life insurance valuations, life settlements, and longevity services. Jon’s companies serve financial professionals and fiduciaries as an independent resource to for advanced planning decisions concerning hold/pay/change/sell decisions on in force life insurance policies. Jon was recently published in the November 2016 edition of Trust & Estates Magazine with a feature insurance article on “Rethinking Life Insurance Valuation for Seniors.” Jon was also featured as a co-presenter with Larry Brody, ESQ. at the November 2016 meeting of the National Association of Estate Planners and Councils on the topic of “Policy Valuation and Transfer Tax Conventions vs. Market-Based Valuations.” Jon has developed a unique approach to help financial professionals and fiduciaries engage in a conversation that expands planning opportunities for G1 and G2 and helps mitigate risk.

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Tuesday, January 24, 2017*
3:00 pm – 4:00 pm ET
*Please note special date

“DOL Fiduciary: When They’re Running You Out of Town –
Get at the Head of the Line and Make it Look Like a Parade!”

Expertise offered by:
Richard Weber, MBA, CLU®, AEP® (Distinguished); Kim O’Brien, MBA

About the program:

Most of the Department of Labor’s fiduciary rules for retirement plans announced by the DOL last Spring are slated to become effective April 2017. There are judicial challenges pending as well as a new administration and Congress generally hostile to over-regulation. We DON’T KNOW what changes may be coming, but we still have to be prepared for implementation. Until or unless a change is actually announced, advisors will be held to a fiduciary standard effective in little more than 3 months, when for compensation, they render advice to plans, participants, or beneficiaries of employer-sponsored retirement plans as well as to self-directed IRA, IRA Rollover, and Roth.

For members of NAEPC, there’s little argument that advisors must serve their client’s best interest, and aside from those receiving variable compensation, fee disclosure is rarely an issue. But “DOL Fiduciary” creates standards and obligations going well beyond our normal experience and expectations. Whether implementation occurs on schedule or is delayed until any administrative, judicial or legislative challenges are resolved, attendees will want to learn about the trend of regulatory processes and procedures that will eventually affect us all.

After reviewing the rule implications, this presentation will also consider the various business models that will be affected – with a focus on thriving rather than merely surviving!

About the speakers:

Richard M. Weber, MBA, CLU®, AEP® (Distinguished) was the 2012-2013 President of the Society of Financial Service Professionals (FSP). He is a fee-only Insurance Fiduciary(SM) working with high net worth individuals and businesses and a 50-year veteran of the life insurance industry. Dick was elected to the NAEPC’s Hall of Fame in 2009 as an AEP® (Distinguished).
For over 35 years, Kim O’Brien, MBA, has served in all aspects of the insurance industry with her primary focus on product development and marketing. As former CEO of NAFA, the National Association for Fixed Annuities, Kim led the association to critical federal and state regulatory victories and developed a membership that represents over 84% of fixed annuity production in the independent channel. Kim lives in Phoenix with her college sweetheart and husband of 40 years and their two Irish Setters.

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