When

Thursday, May 12, 2022
11:30  AM - 1:30 PM CST

Where

Zoom. The link to join the Zoom meeting will be included in your registration confirmation email.

Contact

Financial Service Professionals - Twin Cities | Minnesota
admin@sfsptwincities.org
651.815.0668 | www.sfsptwincities.org

Thursday, May 12, 2022
Hosted by FSP-Twin Cities & NAIFA Minnesota
Topic:
Life Settlements

Speaker:
Steve Ballard
The Norseman Group, Inc.

FSP-Twin Cities and NAIFA Minnesota continue their joint programming working relationship to offer members greater access to high-level educational content, speakers, networking, and collaboration to help you succeed and build your practice.

FSP-Twin Cities will be processing all registrations and recording all CE credits for FSP and NAIFA members, and for all non-member attendees for this program.

Date: Thursday, May 12, 2022
Title: Life Settlements
Speaker:
Steve Ballard, The Norseman Group, Inc., Tarpon Springs, FL
979 Ridgewood Terrace, Suite 310
Tarpon Springs, FL  34689
847-721-5308 | steve@norsemanls.com
Syllabus
Bio
Description: This 1-hour program will take participants through the history of life settlements in the United States, from its inception in 1989 thru 2022. This will include the problems that existed as a non-regulated industry in the beginning, to today where: most states regulate the transaction, consumer protections have been put in place, and licensing is required for Providers, Brokers and Advisers participating in transactions.

Participants will learn the criterion required, for the life insurance policy, Policy Owner and the insureds in order for a case to qualify, including questions to ask and possible alternatives to selling a policy that they client might consider.

Participants will be given case examples demonstrating how the process works, what the roles of the broker, the advisor and the clients are and how others have used settlements to solve various client needs.


Time:

11:30 AM Zoom Sign-in/Networking open
11:40 AM Welcome, intros, announcements
12:00 PM Presentation begins
1:00 PM Presentation ends
1:00 PM – 1:30 PM The Zoom window will remain open for networking
Location: Zoom

Attendance Fees:
FSP & NAIFA Members: $25
Nonmembers: $25
Sponsors: Per benefit package
CE:
MN INS: APPROVED 1-credit
CFP: APPROVED 1-credit
CLE: APPROVED 1-credit
Certificate of attendance for CPE and PACE (PRP).

Who should attend? Members of FSP and NAIFA and the financial services community.
Cancellation Policy:
 No refunds will be provided for cancellations after 5/9/22 or for no-show attendees

Questions: Contact FSP-Twin Cities | admin@sfsptwincities.org

Membership information: Why FSP?