Unlocking Hidden Value: Life Settlements for HNW Clients & Business Owners
In recognition of National Life Insurance Month, we invite you to join us on Thursday, September 25th at our 1st meeting of the 2025-2026 season 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 policyowners 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 HNW clients and business owners navigating evolving estate plans or shifting business needs.
We are excited to announce that Mercer Oaks Golf Club will be the host venue for a delicious buffet lunch from 1130-130 pm.
Highlights of the lunch and learn presentation include:
✅ Legal and Fiduciary Considerations - Understand your ethical and professional responsibilities when evaluating life settlements and how to protect clients’ best interests.
✅ Tax Implications and Planning Opportunities - Explore the tax impact of life settlements—and how recent legislative developments could reshape estate and tax strategies.
✅ Navigating the Secondary Market - Gain insight into how policies are valued, what drives pricing, and strategies to help clients maximize settlement offers.
✅ Business-Owned Life Insurance - Learn how companies can create liquidity through life settlements when financial goals shift or key-person coverage is no longer essential.
✅ Risk Mitigation for Fiduciaries - Discover how regular policy reviews and expert policy appraisals can help fiduciaries fulfill their duty of care and avoid missed opportunities.
Whether you’re advising a client on estate planning, business succession, or premium management, life settlements are critical to consider before lapsing or surrendering a policy - RSVP today !
