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Lunch & Learn with Stuermann Consulting, Inc.: Life Insurance 101
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 Export to Your Calendar 6/27/2018
When: 6/27/18
12:00 PM - 2:30 PM
Where: Yale Club
50 Vanderbilt Ave
New York, New York  10017
United States


Online registration is available until: 6/27/2018
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Lunch & Learn with Stuermann Consulting, Inc.


Life Insurance 101
Understanding, Rescuing and Optimizing Life Insurance Policies
With Andreas Stuermann, President of Stuermann Consulting, Inc.

 

Join EPCNYC and and Stuermann Consulting, Inc. for this complimentary “Members Only” event. 

 Register soon as space is limited. 

 

ABOUT THE TOPIC
Life Insurance is a complicated product.  This CLE approved course will educate attendees about product basics, suitability and taxation, offer case studies for issue spotting and provide information on carrier due diligence and current industry trends.  By attending this course you will gain a better understanding on how to properly evaluate existing policies and integrate new life insurance policies into your client’s estate and wealth transfer plans.
 

 

ABOUT THE SPEAKER
Andreas Stuermann began his financial services career with John Hancock in the San Francisco Bay Area as their technical resource in sophisticated life insurance transactions.  In 1998, he joined a leading member firm of the M Financial Group in New York City for which he managed design, implementation, and administration services of substantial life insurance, non-qualified benefit, and wealth transfer programs.  In 2003, he founded Stuermann Consulting, Inc., an independent insurance advisory firm in Short Hills, New Jersey.  He is a member of the Association for Advanced Life Underwriting (AALU), the National Association of Insurance and Financial Advisers (NAIFA) and an owner/member firm of Lion Street.

 

 

What you should know:

-This event will educate attendees about life insurance in an easy to understand format

-1.2 CLE Credits will be given to those who sign in and out at this event and provide their license number.
-Lunch will be provided

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