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NQDC & COLI: What's New and the Latest on Employers' Minds?

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

Join us for this informative session to learn about the trends and the latest survey results from the NQDC and COLI marketplace. Hear insights and analysis from NQDC and COLI industry experts with additional commentary from PLANSPONSOR magazine.

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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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