Avatar

Permanent Life Insurance During Times of Uncertainty



Watch Now!
Recording and Slides are Available Here


This is a FREE Webinar. CLICK HERE TO REGISTER

The financial crisis of 2008-09 affected how people think about money. The Covid-19 crisis will too. Part of the role of an advisor is to understand and extract the goals, hopes, and dreams out of people and then help them to execute financially. If history is any guide, coming out the other side of the Coivid-19 crisis could well be a flight to safety as permanent insurance tends to rise in popularity during times of crisis and uncertainty. This means that holistic advisors that do insurance planning for their clients will inevitably see a rise in interest for permanent insurance products with a guaranteed cash value.

In his exclusive LISI Webinar, Jason Early, Chief Revenue Office of BizEquity, will cover the following topics:

  • The state of the small-medium sized business market;
  • What COVID-19 has done to business valuations;
  • What this means for life-funded business market sales;
  • How FRs can use this to better approach COIs and clients;
  • The value of whole life insurance in troubled times.

​​Jason Early is Chief Revenue Officer with BizEquity, the world's only patented and the largest provider of business valuations. Jason has spent his entire career in financial services, both in practice and in consulting/technology. For seven years as a managing director with Creative Financial Group, and most recently as CRO at Hoopis, an innovative training and development consultancy out of Chicago. Jason sits on the Alumni board of the American College, American Ireland Fund Philadelphia, and the Brian H. Early Foundation.



There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $0.

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $0 for this webinar.

Forgot Password?

To become a LISI member Click Here



Avatar Avatar Avatar

Jonathan Blattmachr Martin Shenkman Teresa Bush

September 21, 2020 3:00PM ET - 4:30PM ET ET

Post Election Planning: The Coming Storm for Estate Planners and Their Clients - What Practitioners Should Do Now - A Special Re-Broadcast

More Info
Avatar

Bob Keebler

October 21, 2020 1:00 PM ET - 2:30PM ET ET

Sales to Grantor Trusts – In a Low Interest Rate Economy - 2020 Update - A Special Re-Broadcast

More Info
Avatar Avatar

Paul Hood Ed Morrow

October 22, 2020 3:00PM ET - 4:30PM ET ET

Directed Trusts: The Veg-O-Matic™ of Estate Planning

More Info
Avatar Avatar

Bob Keebler Jonathan Blattmachr

October 22, 2020 1:00PM ET - 2:30PM ET ET

Income Taxation of IDGT Sales and Promissory Notes During Life and After Death - A Special Re-Broadcast

More Info
Avatar Avatar

Alan Gassman and Christopher Denicolo

October 23, 2020 1:00PM ET - 2:30PM ET

Tax Planning for Insolvency and the Discharge of Indebtedness: What Business & Tax Planning Professionals Can Do to Reduce Taxes and Avoid Unpleasant Surprises

More Info
Avatar

Mark Merric

October 23, 2020 3:00PM ET - 4:30PM ET

Part 3: Mark Merric’s Three-Part International Estate Planning Series

More Info
Avatar Avatar

Bob Keebler Jonathan Blattmachr

October 29, 2020 3:00PM ET - 4:30PM ET

Income Taxation of IDGT Sales and Promissory Notes During Life and After Death

More Info
Avatar

Bob Keebler

October 30, 2020 3PM 4:30 pm ET

NEW PPP LOANS: Phase 4 Coronavirus Package – A First Look

More Info
Avatar Avatar

Ed Slott, CPA/AEP and Bob Keebler CPA/PFS, MST, AEP

October 30, 2020 1:00PM ET - 2:30PM ET ET

Year-End Income Tax and Estate Tax Planning for the Mass Affluent

More Info
Avatar Avatar

Eric Naison-Phillips Scott Bowman

November 5, 2020 3:00PM ET - 4:30PM ET ET

Investor Control & the Private Placement Life Insurance Market: Truths, Half-Truths and Falsehoods

More Info
Avatar Avatar

Paul Hood Ed Morrow

November 12, 2020 1:00PM ET - 2:30PM ET ET

The Intersection of Portability and Blended Families: No Man’s Land?

More Info
Avatar

Mark Merric

November 20, 2020 3:00PM ET - 4:30PM ET ET

Part 1: Mark Merric’s Asset Protection Trilogy

More Info
Avatar

Mark Merric

December 18, 2020 3:00PM ET - 4:30PM ET ET

Part 2: Mark Merric’s Asset Protection Trilogy

More Info
Avatar

Mark Merric

January 22, 2021 3:00PM ET - 4:30PM ET ET

Part 3: Mark Merric's Asset Protection Trilogy

More Info