WP90X – Election is Time for Reflection: Discovering Hidden Value in Life Insurance

Election cycles often spark discussions around taxes, the economy and future planning. As clients revisit their estate and financial strategies, many question whether their current plans still align with their goals. An examination of how those decisions impact areas like liquidity and legacy planning often prompts questions around the alternatives that exist beyond simply keeping or surrendering a life insurance policy.

This session will help you better understand the full range of options available, with a focus on life settlements – an increasingly important but often overlooked strategy.

Join us for an exclusive WP90X webinar where we will cover:

• The world of life settlements and how it works
• What makes a policy marketable
• How to decide if a policy should be kept or sold
• Additional exit strategies beyond life settlements

Session Overview

In this 60-minute presentation, Ryan Barradas and Vince Brunoforte of WealthPoint will explore the under-utilized strategy of life settlements with Ryan Brusca of Coventry First, the largest provider in the life settlement market. Advisors will learn how a thorough audit of existing insurance portfolios can uncover hidden value that would otherwise be lost.

This transparent look into the world of life settlements will demonstrate how it works and what characteristics increase or decrease the settlement value. In situations where a life settlement is not viable or optimal, the WealthPoint team will share commonly overlooked strategies to be considered before any permanent changes are made to an existing portfolio.

Learning Objectives:

• Discover options beyond “keep or quit” for life insurance policies
• Identify when these strategies are appropriate and how to evaluate them
• Understand how Life Settlements work, including pricing, compensation, and key decision factors
  • What they don’t know can hurt them!
• Recognize potential risks of overlooked opportunities
• Assess the role of liquidity planning in uncertain times

Speakers

Ryan Barradas,
Managing Partner

Vincent Brunoforte,
Partner

Ryan Brusca,
Regional Vice President