Above is a replay of an Executive Summary Presentation given to the NYS Bar Association on May 13, 2021, regarding an advisor’s role in providing guidance to an amateur – trustee focusing on what they need to do as a fiduciary to monitor and maintain a life Insurance policy entrusted to them.
This webinar hosted & moderated by Marty Shenkman features Henry Montag CFP, and Dick Weber AEP Distinguished, discussing What an advisor Needs to Know to prevent their, or their client’s life Insurance coverage from expiring prematurely, as so many already have.
Dear Program Registrant:
On behalf of the New York State Bar Association, thank you for registering for the upcoming webinar The Little Known Living Benefits of a Life Insurance Policy sponsored by the Senior Lawyers Section of the New York State Bar Association.
The webinar material presented Tuesday, December 10, 2019, from 12:00n– 12:30 p.m. is below
HANDOUT ARTICLES FOR MONTAG webinar
INTRO & SPEAKER BIO
REPLAY OF WEBINARNYSBA
Discusses ABA Book “The Advisors’ and Trustees’ Guide to Managing Risk and Avoiding a Client Crisis”
Montag Discusses Flagship ABA Book “The Life Insurance Policy Crisis”
Montag Discusses What The Advisor Must Do to Maintain a Life Ins Policy