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Event Date / Time Category
Planning for a Client with a Special Needs Child November, 10 / 12:00 PM - 1:00 PM Estate Planning
This webinar will discuss planning issues for clients with a special needs child including government benefits, special needs trusts, charitable trusts, and maintaining the "stretch" for retirement accounts designated to benefit disabled beneficiaries.


The Special Purpose Insurance LLC - What the Sophisticated Advisor Needs To Know November, 13 / 3:00 PM - 4:30 PM Multiple Categories
In this exclusive LISI webinar, Michael Geeraerts addresses all the critical planning issues raised by special purpose life insurance LLCs.


Investor Control & the Private Placement Life Insurance Market: Truths, Half-Tru November, 5 / 3:00 PM - 4:30 PM Multiple Categories
This exclusive LISI webinar reviews some of the common misconceptions in the marketplace today regarding PPLIU/PPVA and IDFs.


The Intersection of Portability and Blended Families: No Man's Land? November, 12 / 1:00 PM - 2:30 PM Estate Planning
Blended families constitute the largest segment of the U.S. population and have for ten years. But portability poses some charged emotional issues and real cause for liability concerns for the stepfamily. In this exclusive LISI Webinar, Ed Morrow and Paul Hood will take you through the use of portability in the blended or dysfunctional family.


The Secondary Market for Life Insurance: Current Trends & Applications November, 5 / 12:00 PM - 1:00 PM Multiple Categories
This course examines the trends that are driving the life settlement market’s continued growth and provides an overview of the five applications most commonly used by advisors today. The presentation will specifically discuss life settlements for term policies, policy replacement strategies, retained death benefit options (with and without a cash settlement), and life settlements for smaller face policies, along with several examples to illustrate the concepts. In addition, the presenter will discuss factors that determine a policy’s value and strategies for educating others about the opportunities presented by the market.


Implementing Guardianship Policies in Special Needs Planning November, 19 / 12:00 PM - 1:00 PM Estate Planning
This program reviews recent literature, policies, and litigation concerning guardianship matters to analyze public and private guardianship programs across all 50 states. Special needs planners should consider that guardianship issues are rife with systemic inequities and inefficiencies. The authors conclude that planners must be aware of at least five possible pitfalls to best serve their clients: (1) There is a pressing need for improved government oversight of guardianship arrangements; (2) A full guardianship order can sometimes remove more rights than necessary; (3) Guardians can face conflicts of interest between their income and fiduciary duty; (4) Federal and state governments do not have comprehensive datasets to analyze guardianship matters in detail; and (5) Guardianship reform policies are stymied by insufficient government funding.