IABWF Advisor Series
Webinars and resources designed specifically for financial advisors.
The Multi-Billion-Dollar Opportunity
Life Insurance Strategies Every Advisor Should Know.
WEBINAROctober 29, 2025
Every year, billions of dollars in life insurance value quietly vanish. Policies lapse, premiums become burdens, and clients miss out on powerful tools to manage legacy, tax planning, and charitable intent.
In this session, you'll learn how to help clients:
✅ Convert underused policies into charitable gifts that create impact
✅ Explore life settlements for policies they no longer need or can’t afford
✅ Add value as an advisor by bringing philanthropic and estate planning strategies together
We’ll cover real-world examples, compliance considerations, and tools you can use to start conversations with clients today.
11.00 AM EDT / 10.00 AM CDTSave your seat
Meet Our Speaker
David Simon, JD
IABWF
President
