Join us for an insightful presentation led by Scott Etish, Director of Strategic Partnerships at Coventry First, as he explores the transformative potential of the secondary market for life insurance. Life settlements offer policy owners a powerful financial tool—providing a cash payout that often far exceeds a policy’s surrender value. For clients with policies that are no longer needed, wanted, or affordable, a life settlement can unlock hidden value and deliver newfound financial flexibility. This opportunity is especially relevant for high-net-worth individuals and business owners navigating evolving estate plans or shifting business needs.

This in-person CLE is approved for 2.0 NJ CLE credits.

We thank Coventry for sponsoring this CLE, free to BCBA members.

Networking and light refreshments will follow.