Register by Mail (PDF)
10:30 – 11:00 am Networking & Registration
11:00 – 12:00 pm Bob Cohen - Gotcha’s and Trap Doors of Life Insurance
12:00 – 01:00 pm Lunch
12:00 – 01:00 pm Todd Rooker: Cover Your Assets Radio Show
Hour 1: Gotcha’s & Trap Doors of Life Insurance by Bob Cohen, Tamar Fink Wealth Impact
Click HERE to read Bob Cohen’s bio.
Understand the “how’s” and “why’s” of policy underperformance and lapses. Peel back the layers of policies and observe how to best avoid lapses. Discuss how the placement of policies on a “non-best practices” basis, often leads to the disappointment of clients, anger of the beneficiaries and possibly, litigation.
- Proper and improper policy funding
- Policy review ideas
- Understanding that a policy’s cost and its premium are often, not the same
Click HERE to read Todd Rooker’s bio.
Session Description Coming Soon!
+$10 if registering at the door/the day of
Hour 1 has been submitted for 1 MN insurance CE credit and 1 CFP credit – credits are currently pending.
PCI Compliance: Do not email forms with credit card information. To protect your data and to comply with PCI standards, the office will not accept emailed credit card information.
Cancellation Policy: With written cancellation notice, received one week prior to the event, you will receive a refund, less a $10 processing fee. Cancellations the week of the event are non-refundable. Notice of cancellation must be faxed to the NAIFA-MN office. No-shows will not receive a refund.
Audio/Video Policy: Registration and attendance at, or participation at association events, constitutes an agreement by the registrant to association’s use and distribution of the registrant or attendee’s image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities.