NAILBA Engage has ended
Complimentary Registration for ALL of Independent Distribution(ID): BGA Principals & Staff, Carrier Representatives, IMOS, Independent Advisors, Product & Service Providers, etc. VIP Events for NAILBA Members and Select Event Sponsors.

Sky’s the limit for NAILBA 39 as it goes virtual for 2020. Microlearning at its finest. In this era of busy schedules and short attention spans, microlearning is a near-perfect training model. 15 minute interviews, 30 minute panel discussions, 45 minute keynote sessions. NAILBA Engage will feature both live and on-demand events on key business topics to help your business soar. For 39 years, NAILBA’s annual meeting has been the largest gathering for the independent insurance and financial services community. 2020 promises to be even bigger as we move from an in-person event to a virtual online venue.

Back To Schedule
Wednesday, February 24 • 12:45pm - 1:15pm
Solution Provider Panel Discussion: Simplifying Life Settlements to Solve Funding Gaps for Seniors in Retirement.

Sign up or log in to save this to your schedule, view media, leave feedback and see who's attending!

Feedback form is now closed.

Senior clients and their advisors often overlook a life settlement as a valuable financial planning tool for funding longevity needs. This session will offer you ideas on how to approach senior clients and prospects with a solution to one of the most vexing problems facing senior clients and their families. The panel will describe a new, simplified approach to policy valuations to uncover and reposition assets to close the funding gap in your clients retirement plans.

avatar for Annemarie V. Long, RICP®

Annemarie V. Long, RICP®

Senior Vice President Business Development, LightHouse Life Solutions, LLC

avatar for Mark Milbrod, CLU, CLTC

Mark Milbrod, CLU, CLTC

VP of Sales, Agent Support Group, an Amerilife Company
Mark is currently the VP of Sales for Agent Support Group, an Amerilife Company.  He has over 35 years of experience in the insurance and Financial Services industry with a focus is in the Life Brokerage  end of the business. With his passion matching his experience, Mark helps... Read More →
avatar for Michael Coben

Michael Coben

Chief Distribution and Business Development Officer, LightHouse Life Solutions, LLC
Michael Coben is co-founder and Chief Distribution and Business Development Officer of LightHouse Life Solutions, LLC, a US life settlement provider, where he leads the company’s distribution and strategic alliances within the financial services industry to increase awareness and... Read More →
avatar for Steve Cain

Steve Cain

Director | Sales & Business Development Leader, LTCI Partners
Steve Cain is Director and National Sales & Business Development Leader for LTCI Partners, an NFP company, one of the nation’s largest long-term care insurance (LTCI) retail and wholesale brokerage enterprises. He is responsible for increasing the firm’s revenue through the development... Read More →

Wednesday February 24, 2021 12:45pm - 1:15pm EST