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Let Us Show You Why More Advisors Choose Coventry - Learn More

This isn't the start of a joke (or at least not a funny one!) Come hear 3 actuaries discuss a variety of issues effecting the Indexed Universal Life (IUL) industry. Topics will include crediting experience in the recent market environment, index innovation, the future of regulation and the role of advanced markets professionals in driving the success of this product segment.

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Healthcare Options – An Important Piece of the Retirement Planning Puzzle
  • Presenter(s): Bob Lowery
  • Session#: FIN2401-308
  • Session Length: 45 minutes
  • Program: 2024 Finseca Advanced Markets
  • Date: May 24, 2024
Bob Lowery

Healthcare Options – An Important…

Advanced Markets 2024 On Demand Packages
  • Session Length: 1 Day
  • Program: Advanced Markets 2024
  • Date: May 22, 2024

Advanced Markets 2024 On Demand Packages

AI Ethics in Financial Services
  • Presenter(s): Azish Filabi; Eric Ludwig
  • Session#: FIN2401-307
  • Session Length: 45 minutes
  • Program: 2024 Finseca Advanced Markets
  • Date: May 24, 2024
Azish Filabi & more

AI Ethics in Financial Services

Annuity Concepts for the HNW Market
  • Presenter(s): Bobby Samuelson
  • Session#: FIN2401-306
  • Session Length: 45 minutes
  • Program: 2024 Finseca Advanced Markets
  • Date: May 24, 2024
Bobby Samuelson

Annuity Concepts for the HNW Market

Assault on Estate Planning Trusts
Terri Tassell Getman & more

Assault on Estate Planning Trusts

BOLI 2024: Changes and Opportunities
  • Presenter(s): Scott Bethune; Greg Ordonez
  • Session#: FIN2401-209
  • Session Length: 45 minutes
  • Program: 2024 Finseca Advanced Markets
  • Date: May 23, 2024
Scott Bethune & more

BOLI 2024: Changes and Opportunities

Comprehensive Wealth Management: Opportunities on the Table
  • Presenter(s): Scott Prechtel
  • Session#: FIN2401-305
  • Session Length: 45 minutes
  • Program: 2024 Finseca Advanced Markets
  • Date: May 24, 2024
Scott Prechtel

Comprehensive Wealth Management:…

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