Special Bundle of 2 Webinars:

Steve Leimberg & Linus Sudzius: Beneficiary Designations and Divorce : Parts 1 and 2


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Beneficiary Designations and Divorce – An Opportunity to Serve During Difficult Times: Part 1: Who Gets the Life Insurance Money After a Divorce? CLICK HERE FOR PART 2 Wednesday 3PM ET 9/26




Recording and Slides are Available Here.



Our clients don’t necessary tell us when they are going through a divorce!  Yet ignorance about the potential costs, inattention to the risks or the details, or arrogance about outcomes with respect to life insurance beneficiary designations during and after divorce can easily result in millions of dollars of death proceeds being paid to the wrong person – and perhaps an unwinnable, highly expensive and embarrassing lawsuit! 

In their extensive two part LISI webinar, Steve Leimberg and Linas Sudzius will cover the following topics: 

PART 1: Thursday, September 20th @ 12pm ET: Who Gets the Life Insurance Money After a Divorce?

·      Beneficiary Designations Trump Wills and Divorce Documents

(Except When They Don’t!)

o   State Statutes

o   Case Law

§  Divorce Decree Language

§  Other Spousal Claims

o   Federal vs. State Law

·      Non-spouse Claims

·      Special Considerations



Link for 2 Part Bundle Discount

There will be no CE for this webinar

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $249 for this bundle of 2 webinars.

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Beneficiary Designations and Divorce – An Opportunity to Serve During Difficult Times: Part 2: What Are the Beneficiary Best Practices Before, During and After Divorce?




Recording and Slides are Available Here.



Our clients don’t necessary tell us when they are going through a divorce!  Yet ignorance about the potential costs, inattention to the risks or the details, or arrogance about outcomes with respect to life insurance beneficiary designations during and after divorce can easily result in millions of dollars of death proceeds being paid to the wrong person – and perhaps an unwinnable, highly expensive and embarrassing lawsuit! 

In their extensive two part LISI webinar, Steve Leimberg and Linas Sudzius will cover the following topics: 

PART 2: Wednesday, September 26th @ 3pm:  What Are the Beneficiary Best Practices Before, During and After Divorce?

·      Community Property Issues

·      Prenuptial Agreements

·      Changes During the Divorce Process

·      Working with the Client’s Divorce Attorney

o   Explaining How Life Insurance Works

o   Providing Input with Respect to Document Language

o   Control

o   Anticipating Future Problems

o   Using Trusts

·      Working with Family Members After the Insured Dies

·      Using your knowledge as a marketing tool

 


Link for 2 Part Bundle Discount

There will be no CE for this webinar