AN EDUCATIONAL WORKSHOP REGARDING ONE OF THE MOST IMPORTANT FINANCIAL DECISIONS OF A LIFETIME
HAVE YOU SEEN TV & MEDIA PITCHES PROMOTING:
“YOU CAN SELL YOUR LIFE INSURANCE POLICY FOR CASH!”
It sounds attractive—but many people rush into these decisions without fully understanding the consequences of selling their life insurance policy. Worse yet, some may sell their policy for far less than they could potentially receive.
OUR SPEAKER
Robert Bernstein of Old Goat Consultants
His firm specializes in working with seniors, providing education and guidance through the complex, confusing, and sometimes chaotic process of selling a life insurance policy.
TOPICS TO BE COVERED:
- Who qualifies to sell their life insurance policy?
- What information is needed?
- How long does the process take?
- What are the various options, including all-cash and partial sales?
- What are the four key mistakes people make when selling their policy?
- Question & Answer Session
- Informational materials will be distributed
THURSDAY, SEPTEMBER 17 • 2:00 PM
WHEN IT COMES TO SELLING YOUR LIFE INSURANCE POLICY:
“An educated consumer is our best customer.”
We apologize, but this event is now sold out.
To learn more about our next event, please email us at info@oldgoatsconsultants.com to sign up for our informational package and receive notifications about future events.
You may also call us at (800) 644-8515.
We look forward to keeping you informed about upcoming events!