Secondary Market for Life Insurance: Current Trends, New Applications Webinar 

Friday, February 16, 2024 12:00 - 1:00 PM Pacific Time 

CE Course ID: 19543

This course examines the trends driving the secondary market’s continued growth and provides an overview of the five most common applications advisors use today. The presentation will specifically discuss term settlements, policy replacement strategies, Retained Death Benefit options (with and without a cash settlement), and settlements for smaller face policies, using several case examples to illustrate the presented concepts. In addition, the seminar will discuss factors that determine a policy’s value and strategies for educating others about the opportunities presented by the market.

About Our Presenter, Peter Hershon 

Peter Hershon is Senior Vice President, Account Services for Coventry. With more than 15 years of experience in life settlements and life insurance, Mr. Hershon heads up Coventry’s team of Regional Vice Presidents and manages Coventry’s national distribution.

Mr. Hershon is a graduate of Lehigh University with a Bachelor of Science degree in Finance. He has his Chartered Financial Consultant® and Chartered Life Underwriter® designations, Series 7, and Series 63 licenses.